Pipeline Dashboard
Access: Dashboard → Pipeline
Provides a visual overview of your lead management performance, including:
Total leads by stage
Count of scheduled appointments
Pending document status
VOB (Verification of Benefits) processing progress
Activity Stream
Access: Dashboard → Activity
Track real-time updates and recent actions such as:
New lead creations
Status and stage changes
Document uploads
System-generated activities
Calendar View
Access: Dashboard → Calendar
View lead activities on a timeline to better plan daily workflows:
- Lead status changes over time
- Scheduled tasks and activities
- Key dates and deadlines
