View the activity of all your contacts in one place. Track the emails you’ve sent, recently added notes, and added tasks across all your contacts. Use the widget to view recent activity from the last 30 days, directly from your "Home" dashboard.
By default when you login to your account you will land on the "Home" dashboard. Otherwise, click on the "Home" from the left navigation from anywhere within your account.
From the "Home" dashboard you have four reporting cards. These cards represent the lifecycle of your customers, from the time they're a lead through providing service and beyond. Those cards are:
- Organize leads
- Get the job
- Get paid
- Stay connected