Vanguard Adjusting CRM Board

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Vanguard Adjusting · OnlyOffice CRM

Workspace dashboard

Search opportunities

Ready

Opportunity

Bookmarks

Add tile

Choose a tile type for your dashboard.

Preset

Tile name

Open in preview by default

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.

Team

Admin (you only)

Chat

Messages

CRM Mail Quick View

Quick Link to Deal

Quick View Limitations

Loads the 50 most recent emails
Attachments open in native mail module
Sent mail not shown (inbox only)

Restore from archive

Choose an archived notes tile. Its content will replace the text in your current note (the tile stays as-is).

Hidden notifications

Notifications you hide stay on the server for 30 days, then are removed automatically.

Opportunity

Confirm

Delete Templates

Click × to delete a template. Changes are saved immediately.

All Tasks

Show completed

Task Details

Edit deal

Open in CRM

Change Deal Due Date

Stage

Quick note

Open in CRM

Opportunity (required)

Change Deal Due Date

New task

Title

Description

Due date

Create opportunity

Title

Description

Contact

Responsible

Stage

Change Deal Due Date