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Dashboard and Navigation

Home Page (Dashboard)

flowchart TD
    subgraph Dashboard["Dashboard"]
        subgraph Row1["Row 1"]
            W1[Widget: Tasks]
            W2[Widget: Activities Today]
        end
        subgraph Row2["Row 2"]
            W3[Widget: Pipeline]
            W4[Widget: Reports]
        end
        subgraph Row3["Row 3"]
            W5[Widget: Stream]
        end
    end

Widget Types

Widget Purpose Configuration
List Record display Entity, filter, columns
Chart Data visualization Chart type, data
Stream Activity feed Followed records
Iframe External content URL

Keyboard shortcut: Ctrl + / or /

flowchart LR
    INPUT[Search field] --> QUERY[Query]
    QUERY --> RESULTS[Results]
    RESULTS --> CONTACTS[Contacts]
    RESULTS --> ACCOUNTS[Accounts]
    RESULTS --> OPPORTUNITIES[Opportunities]
    RESULTS --> OTHER[Other entities]