When you log in to the app, the dashboard will be visible. The dashboard will have 3 tabs : My Goals, Daily Highlights and Activity Today.
In My Goals, You can view the following tabs:
- Policies
- Premium
- Revenue
In Daily Highlights you can view the following tabs:
Meetings Scheduled
Tasks Due
Pipeline Cards Due
Policies Expiring
Campaign Scheduled
In the Activity Today section you will get to see the following tabs:
Files
Notes
Tasks
Emails
Texts
Below the dashboard, you will find five sections:
Today
Pipeline
Contacts
Text
More
Today is the dashboard section that displays the Activity Today.
