The Proxima CRM system's Homepage contains all available widgets.

From the homepage, users can do the following:

• Synchronize the application with the database
• Have a quick access to the Cycle Plan section
• Check messages and reminders, etc

The list of widgets may vary depending on the company settings.

Synchronize application

Important:
Users must synchronize their application with the database twice daily: before starting work and at the end of the day.

Click the Sync now button and wait till the end of the syncronization process.

Check reminders

Users can select the date to view reminders. The application displays reminders for the current day. To display reminders for the previous day, click the calendar icon and select the day.

Read messages

To read the message, click on the message in the Latest messages section.