IRIS CRM New UI – Portfolio Overview Widget

 

Dive into the specific updates to the Portfolio Overview widget in IRIS CRM's new user interface. Learn about the added data and filtering capabilities to help your team get straight to the information they need from the moment they log in to IRIS CRM. 

Topical Chapters

0:00 - Approved Deals
4:40 - Card Type Toggle
6:15 - Top Performers