CRM Overview
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/overview
How to get there
Section titled “How to get there”Dashboard → Overview
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Activities logged per day, from the latest 50 read. Calls, emails and meetings appear here as they are logged. Widen the range, or log the first one.
What you see
Section titled “What you see”- Sales pipeline
- Activity trend
- No activity logged in this window
- Jump to
- Contact book
Table columns
Section titled “Table columns”Category · Opportunities · Prospecting · $45,000 · Qualification · $300,000 · Proposal · $32,000 · Negotiation · $238,000 · Closed Won · $210,000 · Category · Open Value · Share · Prospecting · Qualification · Proposal · Negotiation · Category · Contacts · Share · Active · Inactive · Segment · Value · Share · Customer · Vendor · Owner Operator · Carrier · Category · Leads · Referral · Linkedin · Cold Call · Website · Trade Show · Member · Leads · Share · New · Qualified · Activity · Contact · Due · Lead · Status · Follow Up · Opportunity · Value · Expected · Name · Company · Email · Phone · Status · Last Activity
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Page 2
Tab: Next page
Tab: Last page 2
What you can do
Section titled “What you can do”- Export
- Refresh
- How this works
- Total Contacts
- Total Leads
- Pipeline Value
- Revenue Won
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Activity trend range | No | combobox | Last 30 days |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Tooltip state
Last updated 2026-10-27