Department Processes - Sales Team

Department Processes - Sales Team

DashThis Department Process - Sales Team:

  1. Create a group for yourself to save shortcuts to your frequently referenced dashboards
  1. Search for existing customers in the ALL DASHBOARDS group​
  1. Copy shortcuts to the dashboards to your group​
  1. If no dashboard exists, clone or create a new dashboard from a template for your customer.​
  1. Then add the dashboard shortcut to your group
  1. Bookmark the links to DashThis, frequently accessed dashboards and groups​
  1. Schedule reports to be sent to your own email at strategic intervals​
  1. Contact digitalhelp@yellomg.com if you have trouble creating a new dashboard.​
  1. If you want to make changes to a dashboard, create a clone of it first that you can edit without affecting the original.​


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