User Tools

Site Tools


dashboard

Differences

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

Link to this comparison view

Next revision
Previous revision
dashboard [2010/04/02 20:58]
vlad created
dashboard [2019/06/12 19:37] (current)
brittany
Line 1: Line 1:
 ====== Dashboard ====== ====== 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 where you stand and which tasks need your attention most.+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|}}
 +{{::​teamleaderview.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.
dashboard.1270241892.txt.gz ยท Last modified: 2010/04/02 20:58 by vlad