Dashboard

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Keyboard Shortcuts
You can navigate much of Keap using keyboard shortcuts! To see the list of shortcuts, press ( Shift + ? ) while signed into your Keap app. ...
Help Panel
Click the question mark icon in the upper, right-hand corner of the navigation to access help.   Use the Search box  to search for articles Click the Live chat link to contact tech support via chat Recommended articles ap...
Tasks dashboard widget
Overview The Tasks   widget shows a list of tasks sorted by due date Checking a task will mark it as complete You can uncheck a task if you accidentally marked it as complete Tasks that you marked as Complete  will no long...
Appointments dashboard widget
The " Appointments "   widget show your upcoming appointments for the next 7 days and the contacts associated with those appointments. The appointments widget is located on your " Home " dashboard Click on the &...
Customer Lifecycle Dashboard
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"...
Recent activity widget
The recent activity widget is located on your dashboard. The widget contains recent activity for the last 30 days across all your contacts.
Add Tasks
You can add a task on the contact record and it will show up in your task list on the home page dashboard.  Click " More " followed by Tasks Click " Add " a task Enter task details Check the...
Notification center
The " Notification center " will notify you of the status of an action that was triggered by you. The first notification display will be the status of your contact import. Contact import notifications will tell you when: Your import...
Messages on web
Bring your communication together with desktop texting. First, claim your Keap Phone Line, then access it from "Messages" in your navigation. Enjoy the same features available in the mobile app, like appointment invites, contact viewing, e...
Global Action Button
The global action button on the Dashboard allows access to key actions from anywhere in the Keap application. Use the button to add contacts, create a task, send an email, or add a note to a contact record. You may also see options to use Smart For...
Google Reviews dashboard widget
More reviews means more incoming leads for your business. And now it's even easier to get them with Google Reviews. Increase your online findability, see who’s reviewed you, and easily send tailored messages to request more reviews.