We highly recommend using Topline Dashboard!
Since its initial creation, the Topline Dashboard has been a central part of our ACT solutions. Here are the top 5 features that we find most valuable for our clients:
- Ability to include fields from multiple tables – for example both Activities AND Contacts.
- Ability to save multiple list views (differently customized columns)
- Charts and Graphs with that are easy to configure
- Easily queried and filtered report criteria
- Drill-down on charts/graphs. Then highlight the records and hit “Go To Contact” in order to see the details.
If you are in need, give us a buzz and save 5%!
