Dashboard

The dashboard serves as a summary page, showcasing all available functions, information, and features accessible to the user.
The following are the steps to access the Dashboard:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on a case to proceed.

3. A new page will open, displaying the available features on the ‘Dashboard’ of the member.

4. All the features of the case, available on the left side. To explore a feature, simply click on it. For example, to quickly view your profile, click on the ‘QUICK PROFILE’ feature.

5. On the right side of the screen, ‘AI-Powered Lead-to-Customer Forecasting’ will be displayed, indicating the likelihood of the user becoming a future customer.

6. Below the AI-Powered Lead-to-Customer Forecasting, you’ll find shortcuts to the ‘Quick Task’, ‘Notes’, and ‘Emails’ sections. Only the five most recent updates will be shown for each. These features function similarly to how they work within a profile.