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.