{"id":4,"date":"2018-03-02T15:14:13","date_gmt":"2018-03-02T15:14:13","guid":{"rendered":"http:\/\/support.leadbank.ca\/?page_id=4"},"modified":"2018-04-21T14:57:08","modified_gmt":"2018-04-21T14:57:08","slug":"dashboard","status":"publish","type":"page","link":"https:\/\/support.leadbank.ca\/","title":{"rendered":"Home"},"content":{"rendered":"

*This website has been laid out to match the navigation layout of the CRM portal*<\/span><\/strong><\/h3>\n
The Dashboard is the starting point each time you login to your account.<\/strong><\/span><\/h5>\n

Dashboard – New Account<\/strong><\/h3>\n
\u00a0This is what a brand new account looks like with no information added yet.<\/h5>\n

\"\"<\/p>\n

 <\/p>\n

*This what your dashboard looks like for a brand new account – there hasn’t been any information added yet.<\/p>\n

 <\/p>\n

Dashboard – after adding some content<\/strong><\/h3>\n

The Dashboard will start to take shape as you add referral partners and leads.<\/p>\n

\"\"<\/p>\n

 <\/p>\n

Notice this view has a bar graph and pie chart?\u00a0 That’s because new leads and referral partners have been added.<\/p>\n

How to add a referral partner?<\/a><\/p>\n

How to add a new contact?<\/p>\n

How to add a new lead?<\/a><\/p>\n

 <\/p>\n

Lead Counters<\/strong><\/h3>\n

Easily see how many leads this week, month, year and all time.<\/strong><\/p>\n

\"\"<\/p>\n

 <\/p>\n

<\/h3>\n

Lead Activity Indicator – Days Since Last Upate\u00a0<\/strong><\/h3>\n

\"\"This pie chart shows a quick view of how active you’ve been in working your leads.<\/p>\n

*The colour tags match the left hand column in the LEADS view.\u00a0 When an agent updates a lead with new information, the counter is set back to 0 days since last activity and the coulour will be blue.<\/p>\n

Activity Signals are based on the following:<\/p>\n