How can I make use of "To Do" Widget on my ClientBAY Home Dashboard?

How can I make use of "To Do" Widget on my ClientBAY Home Dashboard?

With ClientBAY's To-Do widget, you can now easily keep track of your day as well as add new follow up items.
  1. Go to https://homebase.sutton.com/
  2. Enter your Sutton email and password
  3. Click "CRM" App
  1. On the left side, kindly click "HOME" 


  1. The "To Do" Widget is visible in the middle of your dashboard.

  1. You can change the view of it by selecting to see All To-Do items, To-Do items due Today, within 7 days or within 14 days.

  1. You also have the ability to schedule a new To-Do item right from this gauge. Simply press the New Item button to bring up the Quick Schedule box.


For more information, Click here
















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