We’re thrilled to introduce New Dashboard Filters for Sales People in SitePad CRM! This update allows your sales team to focus on their own data, making it easier to manage their performance.

🎉 What’s New:

• In Settings > Preferences, you can now enable the ‘BDM Selector’ option.
• Set the default view to either ‘All Users’ or ‘My Data’ for a tailored dashboard experience.
• Sales users will see their own dashboard data by default when ‘My Data’ is selected.

💡 Benefits:

• Enhanced Focus: Sales team members can concentrate on their personal metrics and data without unnecessary distractions.
• Time-Saving: Quick access to relevant information means less time searching and more time selling.
• Customisation: Adjust the dashboard view to suit the needs of individual users or your entire team.

This new feature is designed to help your team work smarter and more effectively. Update your preferences today and empower your sales people with seamless access to their data! 🚀