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Navigating the Dashboard

Enquire Support -

Your dashboard is a summary of important information.

Recently Viewed

The dashboard maintains a list of each users top 15 most recently viewed in the left menu.

  1. Click Recently Viewed to expand the list of recently viewed profiles.    

New Leads

New leads that come into your system will show up at the top of your dashboard.

Note: The New Leads section will show leads for ALL communities that you have access to and it will only display leads generated automatically by the system, such as from your Contact Us page on your website.

 

Recently Updated

The recently updated section shows profiles assigned to you that have been recently updated by your or someone else within your community.

 

Recent Activity

The recent activity section shows the specific changes made to a profile that is assigned to you.

Dashboard Snapshots

Inquiry

This tracks all initial inquiry activities that have occurred in the last 6 months.

Tour

This tracks all tour activity in the last 6 months.

Deposit

This tracks all deposit activity in the last 6 months.

Move-in

This tracks all Move-in activity in the last 6 months.

 

Activity Section

This section will display activities that are currently assigned to you. You can toggle to view other co-worker's activities from the top-left Filter button as long as the have the same community access as you. You can also act on these activities by clicking on them to expand their details, or clicking on the name of the profile to navigate directly to that profile. Alternatively, you can click on the Activity section from the left-hand menu to view these details.

Move In & Move Out Section

These sections will display any scheduled Move Ins and Move Outs 30 days forward, and also any that have occurred in the past week. This data is pulled from your Housing Contract/Residency Agreement section on your Resident profiles.

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