⊞ Dashboard

Your home base — activity feed, key metrics, and quick actions.

• Understanding Your DashboardThe dashboard gives you a real-time overview of your business: recent activity, pipeline value, contact growth, tasks due, and upcoming calendar events. Several widgets are dismissible — once hidden, …
• Onboarding Checklist & Industry SetupNew orgs see a single 12-step "Get started with CRMown" grid on the dashboard. Each card auto-ticks as soon as the underlying record exists in your data — no manual checking off. Industry-specific tem…