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Definitions of Dashboard Components
To view the details about a prospect on the Prospect Details Section
To transfer a prospect to a different agent
To send an email to a prospect
The Dashboard (Fig. 2) gathers key information about your prospects in one place so you can quickly identify new prospects and messages that require your attention and other tasks that you need to complete.
Figure 2 Agent Dashboard
New Prospects Shows you all prospects with a status of New. Make sure that you are quickly following up with prospects and changing the status.
New Messages Shows you all
the messages that have not been filed. Prospects are waiting for answers
to some messages, but some just need to be filed. Make sure you are
filing messages, after you respond, by clicking the File
icon (
).
Upcoming Reminders Shows you reminders for key tasks you need to do.
Visitors - Last 30 Days Lets you quickly check the number of visitors, grouped by source, who have come to your website in the last 30 days.
Received Prospects Lets you quickly check the number of new prospects you have received in the last 30 days.
Recent Prospects Online Shows you a snapshot of the prospects that have most recently visited your website. For a full list of prospects who have visited your site in the last 48 hours, click Recent Prospects Online.
For more information see Agent Prospects Page
Click the prospect's name anywhere in the CRM
In the Status list
Click the dropdown arrow
Click the status you want to apply
NOTE: Changing the status from New will stop the ICW from sending an automatic message
In the Actions column, click the Transfer
Prospect icon (
)
In the Actions column, click the Send
Email icon (
)
Click the subject of the message
In the Actions column, click the Reply
to Message icon ()
In the Actions column, click the File
icon ()
This message will then only show up in the prospects page under the Summary tab
Click Add a new reminder
In the actions column click the complete
icon (
) to mark it as done
See also Prospect Page, Organizing Prospects, Reminders