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Immediately after logging in at, 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.

For your convenience, there are links to leads and 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.

lead_manager/dashboard_overview.txt · Last modified: 2017/07/25 21:03 by brittany