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Sign into your accountGet More Out of Your CRM with Wise Agent’s Improved Dashboard
April 07 2016
Wise Agent is all about keeping you organized, and we are excited to announce the improved Dashboard! Now you can see a snapshot of everything that is going on in your business, instantly. Here's a description of what you will find under each dashboard icon:
- Today's Dashboard - This button will display everything that is happening today. It includes calls scheduled on the Call List, appointments for today, birthdays and anniversaries, and items from your Task List that are due today.
- Reports - Here you will find the reporting tools available for you and your team, including email stats, lead tracking, and team progress. For more on these reports, check out our blog here.
- News - When you click on this tab, you will see any current news. It automatically displays the most recent Wise Agent Blog posts, and you can add any other RSS feeds you would like to follow.
- Alerts - The alarm bell will "ring" when you have any Outside Team Member requests. It will also show any calls, tasks, or appointments that you have scheduled an alert for.
This is just another feature that was developed as a result of our members' requests! As always, contact our super support team if you have any questions or suggestions on how we can help you work smarter!
To view the original post, visit the Wise Agent blog.