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lead_manager:dashboard_overview [2017/07/25 20:59]
lead_manager:dashboard_overview [2017/07/25 21:03] (current)
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 +====== Dashboard ======
 +Immediately after logging in at [[http://​|]],​ 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 [[http://​​lead#​leads|leads]] and [[http://​​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.
lead_manager/dashboard_overview.txt ยท Last modified: 2017/07/25 21:03 by brittany