Navigation

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One characteristic of a good CRM system is that it's easy to get to the information you need. Fast.

 

In ChannelCRM we ensure this in several ways:

 

Throughout the system double-click takes you to the information behind the view.  

 

A history list which "remembers" where you have been recently.

 

Most searches, reports and lists can be found in a "My" version: "My accounts", "My forecast", etc.

 

You can leave the most commonly used lists, calendars, events, ... open so that they are readily available.

 

Drill-down from graphs.. Click on a bar and see the data behind. Click on the data and see what actions led to them.

 

 

In this section, we see examples of these types of navigation in ChannelCRM.

 

 

 


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