Start Page

Your start page provides you with an overview of the most important information required for your work.

Your start page is displayed once you have logged on.

The following screenshot shows the default start page for sales reps:

The start page's content depends on your current role (e.g. the start page for marketing employees is different from that for service technicians).

You can customize the layout of your start page. Drag an area to the desired position and release the mouse button. Click on to close an area. You can determine which areas are displayed and how many columns each area spans. For further details, see Changing the Order of Elements on the Start Pages and in Related Data.