🖐 Dashboard (2 mins)

Let’s learn how to get your dashboard set up within minutes!

How To Get Started?

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Using the dashboard is like having a crystal ball – except this one shows you leads instead of lottery numbers!😜

 

👉  Your dashboard is the command center of your account, giving you an overview of everything you need to track and manage. Follow this short video training to get it set up!

 

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

 

 

Step by Step Guide

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Clear step-by-step instructions on how to get set up

 

One Last Pro Tip 🤖

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Pro Tip: Customize your dashboard by pinning your most important metrics and reports. This way, you can quickly see what matters most every time you log in and stay focused on your goals!

 

Last updated on November 4, 2024