video1.0<iframe src="https://www.loom.com/embed/c36165a8157e48d080b072576460e2d6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c36165a8157e48d080b072576460e2d6-4e9c8af327a365c2.gif163.754667This Loom provides a tour of the user dashboard in a CRM, showing how to manage leads, projects, tasks, calendar items, notifications, and financials. It explains that the dashboard syncs with the workspace in real time and respects team permissions, so financial widgets only appear for users with access. Viewers can click directly into widgets, use plus symbols to create new leads or projects, and understand task urgency rules such as due dates within the next seven days or overdue items. It also covers a rolling seven day calendar view, a financial snapshot with invoiced, paid, unpaid, and overdue balances plus year to date revenue, and how to customize the layout via the cogwheel and then confirm with the green check.