Telus TPM Documentation
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CRM Dashboard and Searches
Dashboard Widgets
The CRM Widgets can be configured on the My Account → Widgets page.
Navigate to the CRM > Dashboard tab and the Available Widgets are listed.
To add a widget, click and drag the widget to the Selected Widget section.
Don't forget to click Save to Save changes.
CRM Search Options
Within the CRM menu there are 4 search options: Location, Contract, Opportunity and Task.
Click on the menu option and the corresponding search grid will display. All records will display on the grid. There is a filter option at the top of the grid where filter criteria can be entered.
