Top Producer® 8i CRM: The Home page isn’t displaying what I want. How do I change this?

The Home page is designed to show you the key areas of your business. If you find it’s not displaying what you need, you can set to show/hide certain areas.

To change what appears on the Home page, go to Settings > click the Home tab > click Edit Home Settings > select the areas you want to appear on your Dashboard and clear the ones you don’t.

home-settings

And while you have the option to show/hide My Business, Sales Pipeline, Listings and Closings, you can’t add other areas to the Home page.

Log in to change your home settings.


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