Broker CRM: General configuration of the user dashboard and product pages

Learn how to customise your Broker CRM dashboard and product pages for a faster, more efficient workflow in this quick on-demand session.

Want to get more from your Broker CRM Dashboard? Watch our on-demand session to see how to personalise your workspace, streamline navigation, and tailor product pages to the way you work.

In this session, you’ll learn how to:

Updates to the 'applications due' and 'all applications' toggle
The new 'recently accessed products' widget
Enhancements to business summary filters
How to add, remove, resize and reorder dashboard widgets
How to edit product page layouts to match the way you work