Dashboard guides

A tour of the client dashboard, screen by screen.

The dashboard is organized around the work, so the answer to most questions is one click away.

The main screens

• Dashboard — the overview of what is coming in and what needs your attention.
• Leads — every new enquiry as it arrives, with the detail behind it.
• Pipeline — where each lead stands, from first contact to closed.
• Analytics — the numbers that show what is working and what isn't.
• Integrations — the tools your dashboard is connected to.
• Settings — your account, your team, and how you are notified.

Working a lead

Open any lead to see where it came from, what was said, and what's happened since. Move it along the pipeline as the conversation progresses, and the analytics update to match.

Always current

Everything updates as the work moves, so the dashboard always reflects where things actually stand — no refreshing a spreadsheet, no waiting for a weekly report.