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Next-Gen Dashboard
Next-Gen Dashboard
Explore your lead management dashboard that acts as a lightweight CRM
12 articles
Managing contacts
View app activity in the desktop dashboard
View referral partners in your desktop dashboard
The Contact Card
Lead Groups
Log Notes on Contact Record(s)
Using contact tags
How to import contacts
Navigating the Dashboard
Next-Gen Dashboard FAQ
Common questions
Updating your account information
Change app registration requirements
'Not Provided' contacts/tappers?
Change the application's share message