How to create a Dashboard against Customer Records in Workbooks CRM

Workbooks CRM offers a powerful feature that allows you to create custom 'Tab' dashboards for customer organization records. This functionality provides a quick, visual snapshot of key metrics and data specific to each client, enhancing your ability to make informed decisions and tailor your approach .
Wizard Systems are an independent supplier of a range of different CRM solutions and related applications to boost your Sales, Marketing and Customer Service productivity. We provide advice on choosing your system, complete training and ongoing support.
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