User Tools

Site Tools



This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revision Both sides next revision
dashboard [2017/06/28 19:45]
dashboard [2019/06/12 19:34]
Line 1: Line 1:
 +====== Dashboard ======
 +Immediately after logging in at [[http://​|]],​ you will be taken to the //​Dashboard//​ section. This area is designed to give an overview of recent activity as well as a reminder of which tasks need your attention most. It also provides some basic statistics that can serve as a sort of status report.
 +For your convenience,​ there are links to [[lead|leads]] and [[lead#​follow-ups|follow-ups]] that are currently most relevant, as well as links to read and compose emails. You can also mark a follow-up as complete by ticking the corresponding checkbox. Admins can get an overview of how each of their agents is doing using the //Agent Activity// tab.
dashboard.txt ยท Last modified: 2019/06/12 19:37 by brittany