Overview

The dashboard is the default landing route after you open Auto Form CRM. It summarizes activity and gives quick paths into contacts, deals, and tasks.

Navigation

Path in the app: #/dashboard. Use the left sidebar to jump to other modules; availability of each item depends on your role and allowed pages.

What you will see

Widgets and metrics are loaded via the REST API (DashboardController). Data is scoped to what the current user may access; WordPress administrators always receive the full page list, while other users follow CRM role → allowed pages.

Quick links from WordPress

If the admin bar entry is enabled under appearance settings, you can jump straight to common hash routes (home, contacts, deals, tasks, meetings, calendar, workflows, settings) without drilling through menus.