Dashboard tab overview

Using the Activity Dashboard Tab

The Activity Dashboard is your landing page, and a means of putting your finger on the pulse of your business. Here you will see recent activity from clients, and how the system is working for you automatically.


Activity Dashboard Overview - Advanced

The Activity Dashboard or "Home" page is a high-level summary of any actions or activities by consumers on your personal website that have created a lead, along with certain actions you have taken inside of your Dashboard.

At the very top of the page there are 4 "headers"

  1. Active Contacts - These are contacts that have done an “event” on your personal website, and event is something like: clicked on a listing, saved a property, saved a new search, filled out a lead contact form, clicked on an email, read that email etc.
  2. Core Actions -These are actions that the system has taken on your behalf such as: emailed properties to a consumer who signed up to receive automatic listing alerts.
  3. Sales Actions - These are actions that you have taken inside of the Platform, such as: clicking into a client record, or updating that client record.
  4. Client Needs Evaluation - These are clients that require your attention. These clients may have filled out a lead form or need some other kind of attention. Contacts in the Evaluate status can be moved out of this status. Click here to learn more about Contact Statuses. 

Just under these 4 headers, there is a Tasks section, this section will also not be utilized until you have upgraded to one of the three package options.

Just under the Tasks section, is the Contact Activity Stream. This is another high-level summary of what is happening on your personal Website.

You will see things such as:

  • "You have a lead from ________."
  • "________ saved a property."
  • "________'s level of interest decreased."

Just to the right of the Contact Activity Stream is the Attention Required call out. This will bring your attention to the highest priority items to be addressed, such as: leads that have been submitted on your website or current contacts that have been taking actions on your website. You will see things like "1 Client requires your attention."

Under the Attention Required section you will also see "SMS missing or disabled channel." At the Complimentary and Advanced levels, you can ignore this message. The SMS feature is utilized at the Professional and Premier Package level.

Under that is the Core Actions Log. A Core Action is an action that the system does that you or a consumer have set it up to do automatically. Such as, a consumer can create a Core Action on your website by signing themselves up for Automatic Listing Alerts by Email. You will see a notification under your Core Actions Log that says: "Sent 1 listings notification".

You also have the capability at this Account level to set your clients up for Automatic Listing Alerts by Email. Click here to learn more about the how to send Automatic Listing Alerts by Email.

Under that is the Sales Actions Log this is just another place for you to see Sales Actions that have occurred. Again, Sales Actions are things that you yourself have done inside of your account. You will see things like "Viewed _________'s client profile " or "Viewed __________ Task"

Navigation Bar - Advanced

The Navigation Bar is found on the left-hand side of your Dashboard, this is where the different tabs and features can be accessed and navigated to.
In the Advanced Package you have access to the tabs listed below. Click on the tab names below to learn more about these tabs and their features:
  1. Activity Dashboard (or Home Page)
  2. Contacts
  3. Leads
  4. Calendar
  5. Conversations
  6. Listings
  7. Websites
  8. Settings
  9. Help

Learn more about the Activity Dashboard

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