Dashboard – Chapter Page

The first page you will see when you log into BNTouch is the Dashboard. This page will help you understand and organize your daily tasks, and the information available here will help you build your business. You can access the Dashboard from other areas in your CRM at any time by clicking the “Dashboard” tab in the upper-left corner of the screen.

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information. You can navigate between the various Dashboard features by clicking any of these tabs. When you work elsewhere in your CRM and return to the Dashboard Tab, the tab you had open last will display once again for you.

Most Dashboard Tabs will let you know about new records, files, tasks, or other elements in your CRM. For each new item in that tab, a notification number will display next to that tab’s name. This lets you see how many new leads, pending campaigns, or uploaded documents have been added to your system and haven’t been viewed yet.

If you can’t see all of the various tabs available at the same time due to the width of your internet browser window, some of them may be hidden to save space. You can always view hidden tabs by hovering over the ellipsis icon to the right of the displayed tabs. These tabs will also display new entry notifications in the drop-down menu.