CRM Basics: Overview/Navigation

After successfully logging into your desktop interface, you will be directed to your 'FCS Homepage.' 

 

 

 

 

Once here, direct your attention at your dashboard icons.

 

 

 

 Contacts: Access all of your client’s information through the contacts Icon

 

 Opportunity: Keep track of your sales efforts through the opportunities Icon

 

 Calendar: Manage your daily tasks/activities through the calendar icon

 

  ToolBox: Access your additional personalized tools through the Toolbox Icon

 

 Support: Need Help? Click the support tab for the FCS Support line and continued education

 

   

 

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