Agent Dashboard
The Dashboard gathers key information about your contacts in one place so you can quickly identify New contacts, New messages, and Upcoming Reminders. The following graphic shows the Dashboard view (click to enlarge).
You can click on highlighted text in lists to access more information about the item. You can click on icons in the lists to perform a given action. By hovering your mouse pointer over the icon, you can get a hint for the action.
New Contacts
The New contacts component shows you all contacts with a status of New. Make sure that you are quickly following up with contacts and changing their status. With this component, you can initiate the following actions.
- View Contact Summary
- Change contact Status
- Transfer Contact
- Compose an Email
New Messages
The New messages component shows you all the messages that have not been filed. Contacts are waiting for answers to some messages, but other messages might only require filing. After you respond to a message, make sure you file the message. With this component, you can initiate the following actions.
Upcoming Reminders
The Upcoming Reminders component shows you reminders for key tasks that require your attention. With this component, you can initiate the following actions.
- View Contact Summary
- Add a new reminder
- Edit Reminders
- Complete Reminders
- Delete Reminders
Performance and Site Activity
The Dashboard view right sidebar includes the following items.
Item | Description |
---|---|
Performance widget | A graph that shows contact activity by advertising source type. |
New Contacts total | Enables you to quickly check the number of new contacts you received in the last 30 days. |
Recent Contacts Online widget | Shows a snapshot of the contacts that most recently visited your website. Each name in the list is a link to the Summary for that contact. |
Website stats widget | Provides the following statistics for a consumer website.
|
Website Analyics link | Provides a link to Website Analytics. |
Example
Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Aliquam fermentum vestibulum est. Sed quis tortor.