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CRM Idea Center
Status On Roadmap
Created by Jessi Owens
Created on Aug 11, 2023
Merged idea
This idea has been merged into another idea. The merged idea is not visible in this portal.

MARCRM Dashboard Merged

According to article: https://crmsupport.trellahealth.com/hc/en-us/articles/5478438987795-Configurable-Dashboards

All users have the ability to choose and view information "By User" and "By Territory" for the users and territories available to their specific Marketscape CRM login.

The other metrics - "Overall", "By Business Line", and "By Insurance Type" - will display data calculated across the entire organization and must be permissioned to the appropriate users within the organization. Permission can be granted by administrators in the Role Management settings.