Working with the Home page

The ConstructConnect Insight Sync Home page gives you access to your calendar, your task and item lists, approval requests and links to create items such as opportunities and leads. You can also view recent activities from users that are associated with your account. 

Note: Some features and functions may not be available on your version of Salesforce. For more information, contact your Salesforce representative. 

This section contains the following topics:  

Using the Create New menu

The Create New menu on the sidebar menu lets you create new items for your account. 

To use the menu,

• click Create New and then select one of the following items from the menu: 
  • Event
  • Task
  • Lead
  • Account
  • Contact
  • Opportunity
  • Report
  Result: The page for the selected items is displayed. 
• For more information on how to use each section, click the link Help for this Page on the individual page.   

Using the Recent Items menu

The Recent Items menu lists recent activity that is related to your account. This can include recent opportunities and leads, activity on contacts and companies. 

• For more information, click the link Help for this Page on the individual page.    

Viewing the Quarterly Performance graph

The Quarterly Performance graph displays your Salesforce Opportunities by quarterly period. The data in the menu can be grouped either by day or week.  The graph shows the status of Opportunities for Closed, Goal, and Closed+Open > 70%. For more information, contact your Salesforce administrator. 

Using the Feed menu

The Feed Menu lets you perform a variety of tasks communicating with other users in your company. 

Note: The Feed Menu is hidden by default. To display the menu, click Show Feed. 

To use the menu,

• select from Post, File, Link and Poll. For more information, click the Help icon for each section. For more information, click the link Help for this Page on the individual page.   

Working with Calendar, Tasks and Items to Approve

The sections for Calendar, Tasks and Items to Approve all contain information related to your account. For more information, click the Help icon on each section.

• For more information, click Calendar Help on the page.