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Xmplar Overview – Partner Handbook

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Xmplar Overview - Partner Handbook
Automation

This customisable dashboard gives you a snapshot of all key metrics you need to track for the best outcomes. You can add or remove panels or re-arrange them in the order you want. The dashboard lets you see the trends in one quick glance and take the appropriate action in time.

CREST ERP’s CRM dashboard is split as Lead Dashboard and Opportunity Dashboard. This lets you focus on the area of concern, based on the assigned priorities at any time. Easily switch between the two dashboards and they will get refreshed as you do it.

Download this handbook to learn more.

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