Leads & Prospects can be tracked on a dashboard tab by selecting the “Add to Dashboard” button under the “Tracking” section during lead or prospect account creation or edit.
Make sure that you have the lead component activated for the dashboard tab on which you want to see the leads appear. To edit dashboards, just click on the edit icon in the upper right on any dashboard tab.
Revision #:
1 of 1
Last update:
12-05-2024
10:23 AM
Updated by:
