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Do more with your CRM - Dashboarding

Learn how to utilize visualization tools to gain valuable insights.


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Make your CRM work for you! Learn how to utilize the simple visualization tools at your disposal that can make your work days easier and create insights for your team.



Amber Krier, Head of Relationship Management

Kathy Crowley, Senior Business Development Manager

Highlights include how to:

  • View pre-built dashboard templates, by role type, which are ready from the start
  • Learn how to drag and drop elements from our expanding visual library to build dashboards that can be tailored to your specific use cases
  • Filter and drill down deep into your data to unlock the insights that matter most to you
  • Import your assets, centralizing your data insights, allowing you to provide more holistic client service

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