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Briddle
Briddle

This article will show you how you can add and configure widgets for your October CMS dashboard.

  1. Go to your October CMS dashboard
  2. Click on the link Manage widgets in the lower left corner
  3. Click on the option Add widget
  4. Select any of the following widgets:

CRM Analytics dashboard widget

The analytics widget shows your sales funnel including all your pipeline stages and how many customers are in them.

Analytics

CRM Activity dashboard widget

The activity widget shows a summary of all activity including notes, contacts, tasks and status changes to leads or deals.

CRM Your todo dashboard widget

The To Do widget shows all your upcoming tasks.

CRM Your opportunities dashboard widget

The Opportunity widget shows all deals you are currently working on.

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