Vanguard CRM board

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Vanguard · OnlyOffice CRM

Workspace dashboard

CRM Viewer and organizer for Opportunities, Notifications and Tasks.

Search opportunities

Ready

Add tile

Choose a tile type for your dashboard.

Tile name

Calendar name

Public calendar URL (ICS) Tip: In Proton Calendar, open your calendar’s Share settings and copy the public ICS subscribe link, then paste it here.

Confirm

Edit deal

Open in CRM

Expected close date

Stage

New task

Title

Description

Due date

Create opportunity

Title

Description

Contact

Responsible

Stage

Expected close date