Dashboard
Sarah
Last Update ένας μήνας πριν
Overview: The Dashboard gives users a snapshot of current sales and marketing performance, updates, lead activity, and training tools. It’s the go-to hub for quick insights and platform-wide visibility.
Key Features / Capabilities
View lead activity (active leads, real estate inquiries, contact updates, etc.)
Access marketing and hot prospects
Watch video presentations of new features
Attend live webinars and view training modules
Monthly buyer/seller stats
Funnel performance and charts
Activity logs within date ranges
Step-by-Step Instructions
How to view recent lead activity:
1. Navigate to Dashboard > Beta Dashboard
2. View sections like Active Leads, Marketing, Contact Related, Real Estate, Hot Prospects and News & Updates.
How to check platform updates:
1. Go to Dashboard
2. Under “Updates,” click any feature title to open its video presentation
How to view Funnel performance:
1. Scroll to Total Funnel Performance section
2. Analyze number of leads, and activity stats
How to filter Activity Logs:
1. Go to the Activity Section
2. Set your desired date range using the calendar filter
3. Select desired team members (can select All team members) filter
Tips & Best Practices
Use dashboard filters to drill down into data
Bookmark your dashboard for daily check-ins
Hover over charts and metrics for detailed insights
Watch training updates regularly to stay up-to-date
Use the activity log to catch up on what’s changed in the last week