Customised Dashboard/Notice Board

The Dashboard is the first place that you and your team login into when you access your CRM account and it is a great area to communicate.

We provide a standard default layout that you can use, however many of our clients choose to customise  as they want to brand the look and feel of the Dashboard to reflect their business as well as keep their team up to date with important news, industry trends and stats centrally in one place.

Benefits of having a Notice Board:

This is an ideal way of sharing information with your team about sales figures, event bookings, internal news and more. A notice board can be used to help motivate the team to drive sales therefore increasing productivity and profit.

We can provide a basic Notice board such as that shown above or a more complex one which can include clickable links to external websites and a change in the current layout as shown in the example below which is just a guide for you to see what you can create this is not a standard template: You will need to provide your own look and feel that reflects your company branding

What do I need to do next?

Choose which version of the customise noticeboard you want to go ahead with and then follow the procedure below relevant to your choice.

Basic Version:

The layout is standard and cannot be changed as we provide you with an area that you can customise, to get this setup please let us have the following:

1. The content to include

2. Any images

Contact your Account Manager or our Support Desk and we will do the rest.

More Complex version:

Please provide us with a written detailed brief of exactly what you want you need to include the following:

1. Your maximum budget spend - this ensures we can provide you with realistic customised noticeboard within your budget remit

2. When you need the customised noticeboard set up - what is your time-line?

3. Provide the art work and any URL links for areas that you want to be clickable.

4. Provide us with a page mock up of how you wish the Dashboard to look - to include layout, visuals and content, to give us an accurate vision of what you want it to look like.

This will help speed up the process and ensure we know exactly what you want and can provide a quotation accordingly. 

Please contact our Support Helpdesk to discuss your requirements further.