The Dashboard is the main organizational location for Announcements, Scheduling and Reminders, as well as Metrics, and Reports.

Message from Admin

Message from Admin is set by you and visible to all your users. Use it as a place to post general company-wide announcements. Enter this message on the Client Settings page.

 

New Features

New Features is visible to all Users and is set by Leads360. Keep an eye on this space to see information about releases of new features in the Leads360 software.
 

 

Milestones Report

The Milestones Report gives you an instant snapshot view of how quickly and efficiently your leads are moving through your pipeline. Click the "Video" button to see a video on how to use the Milestones Report. Click here for more on the Milestones Report.

 

 

Performance Metrics Report

The Performance Metrics Report displays data on all actions taken by your users. Metrics are displayed numerically and in chart form. Click the "Video" button to see more about the Performance Metrics Report.

 

 

Calendar and Reminders

With the Calendar and Calendar Events Day View you can set Calendar Events for your users and see the Calendar Events they have set for themselves. To view Calendar Events that have been set by users, find a date that is bold, and click on it.

 

 

The Calendar Events that have been set for that day will be displayed in the Calendar Events Day View. Click here to learn more about Calendar Events.

 

Dashboard Summary Reports

The Dashboard includes four standard reports to give you insight into your Company, Campaigns, User and Lead performance.  Click the Tabs to move between each report. Click here for more about Dashboard Summary Reports.