NOTE: You may see more than one dashboard depending on your access. 


You Overview dashboard includes the following:

  • New Contacts - Number of new leads entering your system within the last 24 hours. 
  • Hot Leads - Contacts with "Hot" lead status.
  • Open Tasks - Lets you stay on track with tasks assigned to yourself. 
  • Pending Commission - Total dollar amount of the commission percentage for transactions that are in pending status.
  • Recent Uncontacted Leads - Contacts that have not been contacted in 2 days.
  • Emails Opened - Tracks when a lead has opened and engaged with a sent email. 
  • Recent Email Click Throughs - Leads you to your Activity Stream.
  • Co-Marketing Partners - Accessing information from your co-marketing partners that allows you to evaluate the effectiveness of your relationship.