Your SuiteCRM Dashboard gives you instant access to your most relevant customer data at a glance, while also allowing you to manage and control your data and settings.
But are you truly getting the most out of your setup?
We’re excited to share our new video tutorial that makes configuring SuiteCRM Dashboards simple and approachable. In just a few minutes, you’ll learn how to take control of your Dashboards and turn them into a tool tailored to your needs.
Whether you are new to SuiteCRM, an existing user, or just curious about The Best Overall Open Source CRM, after watching this video you will know all about:
- Adding Dashboards and Dashlets to suit specific teams or personal goals.
- Editing and deleting Dashboards and Dashlets to keep things clean and focused.
- Filtering data on Dashlets to ensure you have the exact data you need.
- Diving deep into your customer data with just a click of a button.
Get started today by watching the video below and hit the ground running with a personalised setup:
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This episode is part of a video series aimed at familiarising users and admins with SuiteCRM’s features, focusing on practical use cases for business environments. Our Developer Masterclasses remain dedicated to developers seeking in-depth maintenance and modification knowledge.
SuiteCRM can be your secret weapon to build strong relationships with your customers. If you are interested in finding out more, be sure to follow the links below:
- Download SuiteCRM and host on your own servers.
- Sign up for SuiteCRM Hosted.
- Try the SuiteCRM Demo.
Most importantly, don’t hesitate to reach out to us about any inquiry. Simply fill out the form on our Contact Us page, which you can find by clicking on the button below. We look forward to hearing from you soon!