Help -- Dashboard

 

The first screen you see when you log into Open Leads is the Dashboard. The Dashboard is a snapshot of your account, showing recent unread Leads and graphical representations of account activity. Additionally, you will see a graphical calendar which enables you to quickly view your daily schedule. Dates with numbers indicate days with scheduled tasks. Click on a day to open your Task List on your Tasks Tab for that date.

 

Dashboard

 


Leads View

Graphs

Account Message

Calendar



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