Features of the Dashboard
Click here to watch the BUZ dashboard overview video
Table of Contents |
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Noticeboard
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To edit this area you need to have access to the settings area and then you will have an "edit button available.
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Sales KPIs
On the right can be seen graphs of Key Performance Indicators (KPIs) that relate to the entity logged on and the type of user.
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Graph 2. Installed figures (Completed orders) or Sales figures (Accepted quotes)
Quick Start Buttons
From here a:
+ New Lead can be added.
+ New Sale can be commenced for an existing customer.
Sales Rep's Calendar can be opened.
Pending quotes reviewed by clicking on the words Pending Quotes
your email address will take you to My Profile
My BUZ to change Organisations or edit your My Profile
Help drops down 2 options:
Help Centre which opens this document on another browser tab.
Contact Support to send a message to the BUZ Team.