Clicking through tabs and links can be repetitive when you’re checking for something specific each time you log into your CRM. Keep all of the things you manage everyday on one webpage using PegasusCRM's Customizable Dashboards tool. With PegasusCRM, you can select Dashlets - widgets that present specific types of clients, notes, meetings, and tasks - to display all in one place. Once you determine which Dashlets are most important to you, rearrange them in 2 or 3 columns to customize the page even further. Create multiple dashboards to track different projects, and set your most accessed one as your home page. All dashboards are available in the Reports section of PegasusCRM, so they can be modified whenever your focus shifts. Use the Customizable Dashboard feature in PegasusCRM to stay on top of your business priorities!
If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.
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