Customize Your Cockpit

Smart Views

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View Your Business Your Way

Every business is different; your CRM should be able to change with your company's needs. With OnCourse Smart Views, you can customize each page in the CRM to display the most relevant information. Piece together the perfect view for every page in the CRM to streamline communication within your squad.

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Filter Your Information

Filter your page information by:

  • Accounts
  • Communications
  • Contacts
  • Opportunities
  • Tasks