See what is on tap for today with the Dashboard

The dashboard is your home screen when you log in. Your dashboard is where you see what tasks are due today (2), keep track of what tasks you've completed, and enter new leads(1). Leads appear on your dashboard when a lead is at a step for which you are responsible or when someone manually assigns a 'to do' to you. Tasks that are passed due are highlighted with a red alert icon (3). You can also see what is on deck for future dates (4) for any user. Ensure the ball keeps moving!

Enter new leads

Note that every screen in the system has the "Enter a new lead" link in top left corner (1) to ensure you can always enter new information in an instant. This is especially important in office environments where leads may arrive by phone, in person referral, or at your door unexpectedly. You will always be just one click away from entering new information.