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CRM Tutorial: CRM Dashboard

Industries
Industry Solutions using Marketing Automation

Mar 21, 2016

The CRM dashboard is a great place to get an overview of what’s going on in your CRM. You can view a number of important statistics here.

At the top you can see total number of new contacts, how many were manually added, uploaded or signed up. If you want to filter the date range for these statistics, you can click on “filter” and pick a date range.

Beneath that you can see stats for how many new lists have been added and how many people have unsubscribed from your content. You can also filter these stats by date.

The last bit of the page shows you a list of your top pipelines and how many contacts are currently in each one.

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