Using Your CRM Dashboard
The Dashboard is your home base inside the Murray Marketing CRM. Here you’ll get a quick snapshot of your business performance, from new leads to upcoming appointments. Checking this frequently helps you stay on top of your pipeline and know exactly where your business stands.
Watch the Dashboard Walkthrough
In this short video, we’ll walk through:
- What each section of the dashboard shows
- How to filter and view your data
- Which metrics matter most for tracking performance
Additional Dashboard Resources
Quick Tips for Your Dashboard
- Check the dashboard once per day/week to stay updated.
- Customize your dashboard widgets so you only see the numbers that matter to you.
- Use the dashboard to track leads and appointments at a glance.
- *Please note: You’ll only get the full picture if all of your data is connected to the CRM.
