Widgets

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Widgets let you personalize your homepage by placing small, functional blocks of information where you need them. To add a prebuilt widget, simply click the button.

For a better overview of your daily activities, we recommend including at least the following widgets:

Key Metrics
Displays a list of your custom views marked to appear on the homepage. These user-defined lists are one of the most powerful features in the CRM
Mini List
Offers the ability to create custom content for widgets. Ideal once your CRM contains relevant data and you want more tailored displays.
Notebook
Allows you to add personal notes directly on the homepage for quick reference.