Dashboard

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Keyboard Shortcuts
You can navigate much of Keap using keyboard shortcuts! To see the list of shortcuts, press ( Shift + ? ). ...
Help Panel
Click the " Life Preserver " icon in the upper, right-hand corner of the navigation to access help.   Use the Search box  to search for articles Click the Live Cha " Button to contact tech support via chat Recomm...
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 ...
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. ...
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...