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lead_manager:dashboard_overview [2017/06/20 18:21] brittany |
lead_manager:dashboard_overview [2017/07/25 21:03] (current) brittany |
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+ | ====== 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. | ||
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+ | {{::admin_view.jpg?900|}} | ||
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+ | {{:lead_manager:agent.png?900|}} | ||
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+ | {{::lender_view.jpg?900|}} | ||
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+ | For your convenience, there are links to [[http://docs.realgeeks.com/lead#leads|leads]] and [[http://docs.realgeeks.com/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. |