Forefront, provides you a quick to know what’s going on inside your CRM.
To learn more about Menu Badges check out the video below!
There are multiple places where you can see Menu Badges, and here are some of the most essential ones.
- Notifications- This helps you to be up to date with tasks and leads.
- Status headers- This shows how many leads are in the status, that are new, overdue, about to be overdue.
- Pipeline- This shows how many new Leads came in.
- Up Next- This shows how many tasks are due.
- Follow up – This shows how many leads are done with a sequence.
Up Next Badge:
Follow up Badge: