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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.

General FAQs

Implementation & Getting Started

  1. Is there any special software that needs to be installed to run dashboard?
  2. What web browser can I use?
  3. How long does it take to get dashboard live?
  4. Can I customize dashboard for my business?
  5. Can I share leads data across my company? Or setup teams to each manage their own leads?
  6. Do you offer a private labeled version of dashboard?
  7. Can I install dashboard on my own server?

Pricing, Contact & Cancellation

  1. How much does the service cost? Are there any additional fees?
  2. What is your cancellation or refund policy?
  3. Can I sign a long term contract?
  4. How do I cancel my service?

Backup & Security

  1. Are our leads backed up? How often?
  2. Is my data safe? Where is my data hosted?
  3. Is our data encrypted going across the Internet?

Customer Service & Support

  1. Do you provide phone support?
  2. Do you provide email support?

Leads

Adding Leads

  1. What is the quickest way to add a lead to the system?
  2. How do I import leads in bulk?
  3. What are the default fields for a lead?
  4. What fields are required when adding a lead?
  5. How many leads can I store in my account?

Lead Detail Attributes

  1. What are lead detail attributes?
  2. What is the status attribute of a lead?
  3. How do I convert a lead to a deal?
  4. What is the value attribute of a lead?
  5. What is the closing attribute of a lead?
  6. What is the source attribute of a lead?

Revising Leads

  1. How do I edit a lead?
  2. How many times can a lead be revised?
  3. Can I edit multiple leads at once?
  4. Can I add my own fields and functions to a lead?

Deleting Leads

  1. How do I delete a single lead?
  2. How do I delete multiple leads at once?

Sharing and Re-assigning Leads

  1. How do I share a single lead?
  2. How do I share leads in bulk?
  3. How do I re-assign a single lead?
  4. How do I re-assign multiple leads at once?

Viewing Leads

  1. How do I see a listing of all my leads?
  2. How do I search, filter and display my leads?
  3. Can I customize my lead listing page?

Printing Leads

  1. How do I print a single lead?
  2. Can I print multiple leads at once?

Exporting Leads

  1. How do I export my leads?
  2. What kind of file will my leads be exported in?

Deals

Deal Detail Attributes

  1. What are deal detail attributes and where can I find them?
  2. How to I revise a deal's attributes?
  3. How does setting the maturity status affect my deal?
  4. Where do I find out how much my deal is worth?
  5. How do I change the closing date of a deal?
  6. How does the source attribute help me make better use of my time?

Revising Deals

  1. How do I edit a deal?
  2. How many times can a deal be revised?
  3. Can I edit multiple deals at once?
  4. My deal fell through! How do I convert my deal back to a lead?
  5. I got my deal back! How do I convert a lead back to a deal?
  6. Can I add my own fields and functions to a deal?

Deleting Deals

  1. How do I delete a single deal?
  2. How do I delete multiple deals at once?
  3. Can anyone see my deleted deals?

Sharing and Re-assigning Deals

  1. How do I share deals with another user?
  2. How do I re-assign deals to another user?

Viewing Deals

  1. How can I see a listing of all my deals?
  2. How can I search for specific deals?

Printing Deals

  1. How do I print a single deal?
  2. Can I print multiple deals at once?

Quickies

Notes

  1. How do I use Quickies to add a note?
  2. Who can read my notes?

To-do's

  1. How do I add a new "thing to do" from the Quickies Panel?
  2. How do I add a new "thing to do" from the detail screen?
  3. Who can see my to-dos?

Attaching Documents

  1. How do I attach a document to a lead?

Tags

  1. Why are tags so useful?
  2. How do I add a tag from within Quickies?
  3. How do I add a tag from within Settings?
  4. I made a mistake on a tag. Can I edit it?
  5. How do I delete my tags?

Settings

Leads Setup

  1. What are lead types?
  2. How do I edit the "General" lead type?
  3. How do I create my own custom forms?
  4. How do I publish and share my custom forms?
  5. How does the lead identifier affect my form?
  6. What are lead statuses and how do I edit them?
  7. What are lead sources and how do I edit them?
  8. How do I set a default lead source for my leads?
  9. What happens when I delete a lead source that has been assigned to leads?

To-do Templates

  1. What is a to-do template?
  2. How do I create a to-do template?
  3. Who has access to my to-do templates?

Tags

  1. Why are tags so useful?
  2. How do I add a tag from within Quickies?
  3. How do I add a tag from within Settings?
  4. I made a mistake on a tag. Can I edit it?
  5. How do I delete my tags?

Multiple Currency Support

  1. What currencies does dashboard support?
  2. How do I change the default currency of my account?
  3. I am using Internet Explorer and need to enable Chinese currency support. What additional files will I need in order for the correct symbol to appear in my account?

Accounts

Adding Users

  1. How does dashboard help me manage my sales team?
  2. How do I add a user?
  3. I'm having trouble adding a user. Can you help me?
  4. How do I re-send the invitation to join dashboard?

Modifying Profiles

  1. How do I modify a user's profile?
  2. Who can edit a user's profile?
  3. How do I modify email notification settings?

User Permissions

  1. What are the permissions of the users in my account?

Deleting Users

  1. How do I delete a user?

Billing

Billing Overview

  1. How much does dashboard cost?
  2. When will I be billed?
  3. How long does my trial account last?
  4. What if I add a user in the middle of a billing cycle?
  5. I need information about refunds.

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