📈Dashboard

Browser Version only

The Dashboard is a great place for you to access multiple places in your LMS.

This tab will have many useful panels for you to see info on your leads. There are 4 panels that we want to highlight here.

Funnel

• See a diagram of the leads in your sales pipeline and how your leads funnel through your system

Stages Distribution

• A pie graph to help show you how many leads are in each stage of your pipeline

Manual Actions

• If you have automations set up with manual calls or texts actions, you can see how many leads you have to follow up with

• You can also click the "Go to Manual Actions" link and it will take you to the manual actions sections. This is where you can mass call and text leads ready for follow up

Tasks

• Here you can see all the tasks you created for your leads and quickly do the task.

Dashboard Screen