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Home dashboard

Home is the first page you see after signing in. It brings together the work that needs you today: replies waiting in the Leads Inbox, campaign sends, Action Loop follow-ups and calls, so you can act on them in one place. The same dashboard also appears as the Overview tab on every campaign, contact and agent page, showing only what belongs to that campaign, contact or agent.

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What you see

  • A one-line summary of how many conversations are waiting on a reply from you, what is sending and how many outcomes need confirming.
  • Key numbers: replies waiting, replies received, calls answered, messages sent, reply rate and new leads, compared with the same time yesterday.
  • Cards for the work itself:
    • Needs a reply: reply from a suggested draft, or mark a conversation done.
    • Sending now: follow a campaign while it sends, and pause or resume it.
    • Agenda and This week: campaign sends and Action Loop tasks in time order. Pick a day on the week view to focus the whole page on that day.
    • Outcomes to log: confirm what happened after an Action Loop follow-up.
    • Opt-outs to review: confirm or dismiss replies that look like an opt-out.
    • Recent calls, Agents, Credits, Replies, last 14 days and Best time to send.
    • Why people called, Properties in demand and Price quotes on the Top Agent plan.
Use Today and This week at the top to change the dates the page shows. Dates follow your workspace time zone. Home keeps itself up to date: it refreshes about once a minute while it is open, and straight away after you reply, mark a conversation done or log an outcome. When you come back to the tab after a while, it refreshes once. For replies arriving second by second, keep the Leads Inbox open.

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Make it yours

  1. Select Customise.
  2. Drag cards between columns, change a card’s size (S, M or L), remove cards, or select Add widget to add one from the gallery.
  3. Select Done.
Your layout is saved to your account for this workspace, so it follows you to any device. It does not change anyone else’s dashboard. Select Reset to default at any time to go back to the standard layout.

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On a campaign, contact or agent page

Open a campaign, contact or agent and choose the Overview tab:
  • Campaign: delivery, replies, the send schedule batch by batch, and the replies waiting on you from this campaign. The recipient list is on the Recipients tab.
  • Contact: the full conversation with a reply box, calls, follow-ups, and what we know about the person. Add a note or change their qualification here.
  • Agent: the calls this agent handled, why people called and how accurate its price quotes were.
You can customise each of these Overview tabs the same way; the layout applies to all campaign, contact or agent pages for you.