Next-Gen Dashboard
Explore your lead management dashboard that acts as a lightweight CRM
16 articles
- View app activity in the desktop dashboardHow to view recent app activity from the desktop dashboard
- View referral partners in your desktop dashboardHow to view referral partners in your desktop dashboard
- The Contact CardThe contact card displays a snapshot of each contact above your contact list.
- Lead GroupsHow do lead groups work? When should I use them?
- Log Notes on Contact Record(s)Notes help you keep track of details about your contacts.
- Using contact tagsAdding tags is an easy way to categorize and manage your contacts, leads, and customers.
- How to import contactsHow to import contacts from the dashboard
- Delete contacts from your Desktop DashboardRemove contacts from your dashboard
- Editing the email address for your existing contact
- Updating your account informationUpdate your account contact information
- 'Not Provided' contacts/tappers?
- Change app registration requirementsTo adjust the settings of your app registration page, log in to your desktop dashboard follow the guided tutorial below
- Change the application's share messageSee how to view or change the text message that is sent when your app is shared