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Navigation
Self-serve support desk
Give your customers the tools they need to gain access to quick precise customer support when they need to.
Navigating MangoCRM
Dashboard
Your Mango account dashboard is the first area the system takes you to each time you log into your account. This area, and your account as a whole, is divided up into seven sections.
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Workflows: Access to all non-admin features including Contacts, business leads search area, updates, To-do's, and the support area where you and your team can manage support tickets sent by your customers.
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Greetings tab: Greeting with your profile picture plus access to the Contacts area of your account.
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Shortcuts: Access to various areas in your account, similar to your workflows menu.
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Recent to-do's: A list of your recent personal to-do's and access to all your personal to-do's.
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Top dashboard area: Access to your notifications, search, manage users, setting
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Recent updates: Access to your most recent updates
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Admin tools: Access to various tools related to designated admins on your account.