User Guides and FAQ's

From your dashboard you can add widgets that enables you to access quick and useful information and statistics at a glance. E.g. quotes won per month and total outstanding quotes.

To set up widgets on your dashboard, click on the blue FOB button in the bottom right bottom right of your screen and then click Manage Dashboard Widgets.

Select from the drop down menu the widgets you would like to add.

Select All to view all the available widgets. To turn widgets off, click Manage Dashboard Widgets where you can remove widgets by clicking on the x next to widget name.