dashboard
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dashboard [2010/04/07 21:45] vlad |
dashboard [2019/06/12 19:37] (current) brittany |
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| 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. | 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. | ||
| - | {{:dashboard_admin_only.jpg|}} | + | {{: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. | 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.1270676754.txt.gz · Last modified: 2010/04/07 21:45 by vlad
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