User Tools

Site Tools


dashboard

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
dashboard [2017/06/28 19:45]
brittany
dashboard [2017/06/28 19:46] (current)
brittany
Line 1: Line 1:
 +====== Dashboard ======
  
 +Immediately after logging in at [[http://​leads.realgeeks.com|leads.realgeeks.com]],​ 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.
 +
 +{{:​lead_manager:​admin.png?​900|}}
 +{{:​lead_manager:​agent.png?​900|}}
 +
 +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: 2017/06/28 19:46 by brittany