The Dashboard is a fantastic productivity area within SalesImpaq CRM.  You need to do the following to utilize the Dashboard effectively.

1.       Import data as outlined in FAQ Question 2.

2.       Start entering data.  There are several ways to enter data if you are starting from scratch.

a.       File – New

i.      Contact

ii.      Account

iii.      Opportunity

b.      In the Contacts panel, click on the down arrow and select – New from the multiple options including:

i.      New

ii.      Edit

iii.      Duplicate

iv.      Delete

v.      Search

vi.      History

c.       These options are available for each panel of the Dashboard and also the right mouse button.  Your may also double-click on a highlighted row and you may Open and Edit the form. Accounts may be added by selecting File – New – Account.  Complete the form and click on the Save button.