Page 3 - Freshworks Expert Guide Book

Touring the Dashboard

The plus sign is found on every page. From it, you can add contacts,
create tasks & reminders, and email contacts.

A-MAX agent!

This is the
left
navigation
bar. It is
shown on In the center of the dashboard, you will see tasks. From here you can
every page, choose among different actions for the task, or delete it altogether.
and helps
you to On the right side
quickly of the page you
navigate to This is the Dashboard, where will find the
the widgets. A
dashboard, you will see tasks, reminders, calendar,
contact summary of the
page, deals and meetings for the day. day, quick links,
page, and and A.I. sales
sales suggestions.
forecast
page.
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