MUST WATCH FOR ADMINISTRATORS – Watch this video if you manage a business, location or users. This video is an introduction to all things for Administrators including: Access levels, adding users, archiving users, restricting access, making changes, viewing dashboards and more (approx. 32 mins.)
Dashboard
Video: The Today Dashboard
The Today Dashboard display metrics and to-do task items relevant to the user log in. All things related to you, your contacts, your activities, your conversion metrics, your to-do items are all displayed here. View contacts categories and activities in graphs that are clickable to easily access contacts. Watch the video to learn more about using the Today Dashboard ( Read more