Portlets can be customized, and therefore are useful for organizing a workplace. The required portlets are added to the main pages by the users or the administrator. Thus, users have quick access to all the necessary information, can view current deals, payments and so on.
You can change the set of portlets and their location in the page settings, and select what information to display in the portlet settings. Portlets can be informational or contain quick access links to the frequently used actions and processes.
For example, the head of the sales department needs to track deals with the clients, payments and leads. That is why the main page contains respective portlets, which provide quick access to this information. Fig. 1 illustrates an example of the head of consulting department's main page with the "Deals" and "Payments" portlets.
Fig. 1. Main page of the head of the sales department
To learn more about all the "CRM" portlets, see the respective Help sections:
