Welcome to dashboard Support!
Have a look through our quick answers section, browse our pages via the links at left or call us at 1-800-458-7713. We're always here to help.
Implementation & Getting Started
- Is there any special software that needs to be installed to run dashboard?
- What web browser can I use?
- How long does it take to get dashboard live?
- Can I customize dashboard for my business?
- Can I share leads data across my company? Or setup teams to each manage their own leads?
- Do you offer a private labeled version of dashboard?
- Can I install dashboard on my own server?
Backup & Security
Sharing and Re-assigning Leads
Deal Detail Attributes
- What are deal detail attributes and where can I find them?
- How to I revise a deal's attributes?
- How does setting the maturity status affect my deal?
- Where do I find out how much my deal is worth?
- How do I change the closing date of a deal?
- How does the source attribute help me make better use of my time?
- What are lead types?
- How do I edit the "General" lead type?
- How do I create my own custom forms?
- How do I publish and share my custom forms?
- How does the lead identifier affect my form?
- What are lead statuses and how do I edit them?
- What are lead sources and how do I edit them?
- How do I set a default lead source for my leads?
- What happens when I delete a lead source that has been assigned to leads?