- Help Center
- Dashboard
Our Help Center is being updated. We are adding new articles and refreshing older ones every day, so check back often. Can’t find something yet? Use the Help button on the page you are working on.
Dashboard
Your home page: charts, your calendar and what needs attention today.
- The Dashboard A complete walkthrough of the Dashboard: the four summary tiles, the breakdown charts and how to click through to the leads behind them, Upcoming Tasks in list and calendar view, Pipeline Value, Time to First Touch, and…
- Dashboard Settings Choose which dashboard sections and top tiles your account uses and who sees them, set the starting layout and chart defaults, control how much people can change, and post an account message.
Still need help?
Our support team is happy to help. Call us at 800-587-2030, Monday to Friday.