The Web Home Page

The Web Home Page gives you an overview of upcoming activities and a snapshot into recent work.

Today’s Activities is a list of activities scheduled for today.

To customize your Activity view:

• By default, completed activities are not shown. To show completed activities click  and select “Show Completed”
• To look at the schedule for a specific user click  and select “Select Users”
• To see more information about an activity, click on it in the list 
• To see an upcoming or past day, use the date picker

Recently Added Companies is a map of where the most recent companies have been added.

To customize your Recently Added Companies map:

• By default, you will see the 10 most recent companies. To change this number use the dropdown in the right-hand corner to see up to the most recent 100
• To look at companies added by specific users, click “View By User” and select a user from the dropdown

Deals is a chart of the deals in each of your funnels.

To customize your Deals chart:

• To change funnels, click “Funnel” and select one from the dropdown
• To look at deals owned by a specific user, click “View by User” and select a user from the dropdown

Activities by Rep is a line chart of the number of activities created by users in a set time range.

To customize your Activities By Rep chart:

• To change the date range, click “Date Range” and select "Last 7", "Last 30", or "Last 90" days from the dropdown
• To add or remove reps from this view, click , select “Select Users”, and then select which users you would like to see on the chart
• To filter out activity types, click , select “Select Activity Types”, and then select which activity types you would like displayed

Activities by Type is a bar chart of the number of activities created by type in a set time range.

To customize your Activities By Type chart:

• To change the date range, click “Date Range” and select "Last 7", "Last 30", or "Last 90" days from the dropdown
• To add or remove reps from this view, click , select “Select Users”, and then select which users you would like to see on the chart
• To filter out activity types, click , select “Select Activity Types”, and then select which activity types you would like displayed

Last Known User Location will display the most current location information for each member of your organization. This location is captured when using the mobile application.