A customizable set of gadgets relating to you.

For example, a list of companies from a personal saved search and a local RSS news feed.

Your planned phone calls, meetings, and day-to-day tasks.

My CRM calendar items displayed as a list. For more information, see View calendar items as a list.

Unqualified queries about your business.

Your current sales pipeline.

Open customer service cases assigned to you.

Corporate documents that you may need to access on a daily basis.

Create, modify, and save groups of people, companies, leads, cases, and opportunities.

Manage and create marketing campaigns. View the status of campaign activities and run reports on opportunities generated through campaigns.

Create and edit Mailchimp email campaigns. View statistics about campaign emails so you can follow up with appropriate actions.

Run existing reports or create new reports if you've got rights to do so.

Contacts in Sage CRM that you want to synchronize with MS Outlook (in Exchange Integration).

Outbound call lists that you're working on. This tab isn't displayed by default. You can enable it in <My Profile> | Preferences.

Your quarterly sales forecasts. This tab isn't displayed by default. Your system administrator must give you access to this tab.

Existing knowledge base items. This tab isn't displayed by default. You can enable it in <My Profile> | Preferences, if your system administrator has given you rights to access Solutions.

System settings specific to your requirements. For example, your time zone, preferred currency, or the first page displayed when you log on.

This tab must be enabled by your system administrator. Allows users enabled for Exchange Integration to view their own log files.

This tab is only available for E-marketing users. It lets them change their E-marketing contact details and email address.