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What are the Contact Manager Dashboards?

Learn what the dashboards are used for and how to active them

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 7 months ago

Dashboards are an aggregate of information from your Contact Manager Occurrence, which come in two types:

  • Classic

  • Leads

Classic Dashboard

This dashboard shows you any outstanding tasks which have been assigned to you, alongside details of your Organisations and Contacts.

Leads Dashboard

This dashboard shows you the Leads coming in from your Contact Manager forms, the users responsible for managing them and other details such as Category and Status.

Setting up your Dashboards (Super-User only)

To pick which dashboard to display, go to the Setup: Configuration tab.

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