About the Dashboard

The Dashboard is designed to allow both quick access to important functions and an immediate overview of the most important tasks for the current day.

The Dashboard displays the following:

• The main application area provides quick access to My Business (including your Prospect List), and the Sales Pipeline, Listings, and Closings portlets.

Tip: Click the Move Up/ Move Down icons to change the position of any of the portlets on the Dashboard.



• The right sidebar contains the Contacts Look-up portlet. This portlet enables both quick access to a summary of a contact's information and a link to the contact's complete record.

You can customize what you see when you access the Dashboard by specifying your Home settings.