Every agent has their own unique way of working. Resales-Online gives you the flexibility to customise and tailor your account to display information and reports which are relevant to your business.
Widgets are the sections of information displayed on your Home Page, they provide an overview of your tasks and activity. At a glance, you can view emails, tasks, appointments, you can also display custom reports as a widget on your Home Page.
Here is how to change the display and re-order the widgets on your Home Page
Changing the column display and moving the order of your home page widgets is useful to ensure that you display the relevant information in order of priority to your business.
Change the column display on your Home Page:
Click [Home Page Settings] on the Home Page
Select either 1, 2 or 3 column display
Move a widget on your Home Page:
Click and hold the cursor over the header bar of the widget that you wish to move
Drag the widget to the desired location on your Home Page
Remove a widget from your Home Page:
Hover the mouse over the widget to delete
Click the widget settings icon
Create a Custom Report
No matter how big or small your agency is, it is vital to any business that you can track and monitor your company's performance. For example, you can build tailored reports to display your sales pipeline, track individual performance within your team, and much more. Please read the following article for more information on custom reports.
The [Actions which need your company’s attention] widget is fixed and cannot be deleted.
During the process of creating custom reports of your Contacts or Tasks, you will have the option to create a link to the report on your Home Page