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dashboard [2019/06/12 19:34]
brittany
dashboard [2019/06/12 19:37] (current)
brittany
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 {{:​lead_manager:​admin.png?​900|}} {{:​lead_manager:​admin.png?​900|}}
 {{:​lead_manager:​agent.png?​900|}} {{:​lead_manager:​agent.png?​900|}}
 +{{::​teamleaderview.jpg?​900|}}
 {{::​lenderview.jpg?​900|}} {{::​lenderview.jpg?​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. 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