How to use the CRM dashboard?

TB CRM · dashboard · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to review due tasks and meetings and open the related records from dashboard cards.

The CRM dashboard is the outside-sales morning plan: overdue tasks, today’s follow-ups, and upcoming meetings on one screen. It does not replace Accounts or Leads lists — it prioritizes what needs human action before you drive or dial. A trustworthy dashboard depends on completing or rescheduling tasks honestly, not letting stale items pile up.

Steps

• Open TB CRM and land on the Dashboard.
• Review due tasks and overdue follow-ups first.
• Check upcoming meetings for the day and note travel time between stops.
• Click a card to open the related account, lead, or meeting record.
• Log a quick note on any account you touched from the dashboard drill-down.
• Work the highest-priority items before prospecting new leads.
• End the session by rescheduling anything you did not finish — do not leave silent overdue tasks.

Conclusion & best practices

A clean dashboard depends on completing or rescheduling tasks honestly. Stale open tasks hide the real work and make the whole team ignore CRM. Treat dashboard zero-overdue as a daily discipline, not a monthly cleanup project.