Advice and answers from the karmaCRM Team

The dashboard is the first screen you see when you log into karma. This is a user-specific page in which you can add different widgets to see exactly what you need to see in a glimpse. 

The boxes you see on the dashboard are widgets. You can add, remove, and filter the widgets. You can add as many of the same widget as you would like or need. If you are a manager, one of your daily tasks might be to monitor what your team is doing. You can add multiple task widgets and then filter them based on the assigned field. 

If you need to see what has happened on the account, you can add the History widget. The history widget can be filtered based on your activity or the entire account's history.

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