My Homepage
From My Homepage, you can review the information for your work day. You can:
- Check your schedule for appointments in the Today's Calendar section.
- Review time-sensitive alerts that inform you of deadlines, such as submitting forecasts, in the Alerts section. Alerts are set up by your administrator.
- Scan the list of open tasks, sorted by due date and priority (up arrow for High, no arrow for Medium, down arrow for Low), in the Open Tasks section.
- Follow up on new records assigned to you after reviewing them from the New record section.
In the standard application, this section displays New Leads assigned to you. You or your company administrator can change what record type appears in this section.
- Review an analysis relevant to you.
In the standard application, this section displays an analysis of the quality of your opportunities for the current quarter (Pipeline Quality for Current Quarter). You or your company administrator can change what analysis appears in this section.
- View Web widgets, RSS feeds, and other Web content
Depending on what the company administrator has set up, and what is included in your page layout, you can view embedded Web content on My Homepage. This Web content might include Web widgets, such as Google maps or corporate videos, and RSS feeds. For more information about how external Web content is set up, see About Custom Web Applets.
To perform these steps from My Homepage, follow these instructions:
To do this
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Follow these steps
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Alerts
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View all alerts
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In the Alerts section, click the Show Full List link. The Alerts page opens.
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View an alert
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In the Alerts section, click the link for the alert. The Alert page opens with additional information about the alert.
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Appointments
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Create an appointment
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In the Today's Calendar section, click New. On the Appointment Edit page, fill in the required information and save the record.
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Review an appointment record
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In the Today's Calendar section, click the Subject link of the appointment you want to review. The Appointment Detail page appears.
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Review this month's appointments
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In the Today's Calendar title bar, click the 31 icon. The Calendar opens with the month's schedule.
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Review this week's appointments
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In the Today's Calendar title bar, click the 7 icon. The Calendar opens with the week's schedule.
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Review today's appointments
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In the Today's Calendar section, click the View Calendar link, or the 1 icon. The Calendar opens with your appointments for today.
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Edit Layout
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To change the information that appears in two sections on My Homepage, click Edit Layout, and select other options from the shuttle drop-down lists.
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Recently Created Records
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In the standard application, this section pertains to Leads.
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Create a record
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In the New record title bar, click New. On the Edit page, fill in the required information, and save the record.
In the standard application, this section is for creating new leads.
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Review a record
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In the New record section, click the link of the record you want to review. The record Detail page opens.
In the standard application, this section is for reviewing leads.
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Review the list of new records
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In the New record section, click the Show Full List link. The record List page opens.
In the standard application, this section is for reviewing a list of leads.
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Reports
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Slice the chart by another category
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Depending on the analysis that appears, you might be able to click the drop-down list and change the selection. The chart and table show the data categorized by your selection.
In the standard application, you can do this with the Pipeline Quality for Current Quarter.
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View the records comprising a segment in the chart or table
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Depending on the analysis that appears, you might be able to drill down on a segment or link to view the records comprising that category.
In the standard application, you can do this with the Pipeline Quality for Current Quarter section.
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Tasks
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Create a task
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In the Open Tasks section, click New. On the Task Edit page, fill in the required information and save the record.
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Review a task record
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In the Open Tasks section, click the Subject link of the task you want to review. The Task Detail page appears.
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