Navigating the CRM Interface

This document provides a comprehensive overview of the CRM interface for Tekion. The guide will walk you through various screens, including the Sales Dashboard and Pipeline Overview, showcasing key widgets and functionalities to effectively manage leads and tasks.

Step 1

In this video, different screens of the CRM interface within Tekion are demonstrated. The starting point is the Sales Dashboard, which is the primary interface for users to begin their tasks.

Step 2

The initial screen to focus on is the home screen. It prominently features four essential widgets: the New Retail Leads widget, the Unresponded Leads widget, the Appointments widget, and the Task widget.

Step 3

Additionally, it is important to highlight a screen showcasing the Pipeline Overview. This feature provides a comprehensive listing of various methods through which users can view their current leads. The dashboard caters to both managers, who can see all users, and individual users, who will only see their own data.