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Home dashboard

CRM → Home shows where things stand the moment you open the CRM.

The CRM Home dashboard with counts, contacts by stage, the pipeline funnel, recent activity and tasks
  • The status line and counts: contacts and how many are new this month, companies, people subscribed to your emails and customers. Each count opens the matching list.
  • Contacts by stage: how many contacts are subscribers, leads, opportunities, customers and inactive.
  • Pipeline: open deal value per stage of your default pipeline, with the weighted total.
  • Recent activity: what happened across every record lately.
  • Your tasks: what is overdue and due today.
  • Newest contacts and Email campaigns.

A sales rep's Home is about their own records. An empty CRM shows the three ways contacts arrive instead.

Customise Home​

Everyone can arrange their own Home. Click Customise Home:

Customising the CRM Home: move, hide and drag cards between the two columns
  • Drag a card by its handle, within a column or to the other column.
  • Or use the buttons on each card: move up, move down, move to the other column, hide.
  • Hidden cards wait in the tray at the top; Show puts one back.
  • Reset to the default layout undoes it all.

Changes save as you make them and only change your own Home. Cards added by other extensions (such as a Membership card) join the same layout.