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How can we improve Command?

'Add a new snapshot view of all opportunities on the homepage - front and center so we can see our pipeline.' has been merged into this idea

Command: Homescreen

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Widget for opportunities

Have a widget on the dashboard that can have a custom smartview from all of your opportunities with the task option so you know what you need to do for each client.

It would be helpful to see your active pipeline on the dashboard when you first login into command. You would be able to quickly identify people that need to be moved throught the pipeline. Thank you!

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  • Michael Williams commented  ·   ·  Report

    When you log into command, we can see "database health," "tasks," etc. We should also be able to see a snapshot of our opportunities/pipeline. Many CRM software offer this feature and it is especially critical for our visual-processing Agents!