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:

Use the new Applications Due / All Applications toggle
Access and customise the Recently Accessed Products widget
Apply enhanced filters within Business Summary
Add, remove, resize, and reorder Dashboard widgets
Edit Product Page layouts to match your workflow and preferences