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



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


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


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


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