Customer Lifecycle Dashboard

Tags: Dashboard

A simpler, more intuitive dashboard is here. See your tools organized by the natural progression of the customer lifecycle - from acquiring new leads, to growing relationships with existing customers.

  1. Log into the app or click on the "Home" link in your navigation to access your dashboard

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  2. Click on the "Add your leads" card to access your "New Leads" list. For more information on "New Leads" list click here

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  3. Click on the "Work with prospects" card to access your Sales Pipeline. For more information on "Sales Pipeline" list click here

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  4. Click on the "Get paid" card to access your invoices dashboard. For more information on invoices click here

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  5. Click on the "Engage customers" card to access your "Customers" list. For more information on "Customers" list click here

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