Understanding the CRM Home Dashboard

The Hoicko CRM Home dashboard is the centralized workspace for managing leads, inquiries, accounts, contacts, quotations, sales orders, complaints, and daily activities—all accessible from one screen.

Leads & Masters tiles:

• Leads — capture and manage potential customer opportunities
• Inquiries — record customer requirements before quotation creation
• Contacts — maintain customer and stakeholder contact information
• Accounts — manage organization/customer account details
• Quotations — create, track, and manage customer quotations
• Sales Orders — convert approved quotations into sales orders
• Complaint Registration — log and track customer complaints
• Upcoming Events — monitor meetings, follow-ups, and scheduled activities

Activities tiles:

• Tickets — create and track service requests, issues, and tasks
• Log a Call — record customer interactions and communication history
• Visit — capture customer visit details and field activity records

How to get there: Click the CRM icon in the left menu bar, or navigate via Home → any module (Leads, Inquiries, Accounts, Contacts, etc.).