Dashboard

Your Welcome Dashboard has all the essential tools to help you stay on top of everything, saving you time from looking from one page to another. After logging in, you will find the important things you may need to check or know about each day in one place, whether it be your sales, calendar events, transaction checklists, tasks, leads, scheduled calls, and important dates. You also have the option to rearrange the tools on your homepage, depending on your preferences.