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Navigating MangoCRM

Dashboard

online erp.png

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.

travel crm

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.

crm project

Greetings tab: Greeting with your profile picture plus access to the Contacts area of your account.

freshdesk crm

Shortcuts: Access to various areas in your account, similar to your workflows menu.

crm leads

Recent to-do's: A list of your recent personal to-do's and access to all your personal to-do's.

virtuous crm

Top dashboard area: Access to your notifications, search, manage users, setting

crm development

Recent updates: Access to your most recent updates

siebel software

Admin tools: Access to various tools related to designated admins on your account.