Dashboard tour
A quick map of every area in the app.
The sidebar is your map. The main areas are:
- Dashboard leads with your results, starting with what you spent, what you made and your return for the month (see Spent, Made and Return), and a panel showing what needs attention right now.
- Leads is every captured call, form, and chat, with its source, status, and grade.
- Contacts is one record per customer, with every enquiry and job you have had with them.
- Jobs is your pipeline board, and a dispatch view for scheduling and assigning the work.
- Analytics shows website traffic, sources, referrers, and which channels bring you leads.
- SEO covers your search performance and the pages worth improving.
- Tracking groups your call tracking numbers, tracked web forms, held submissions, and the tracking script, which is also where you add a domain.
- Reports points you to where your performance figures live: Analytics, and the emails under Settings.
- Settings holds your account, your company, your team, goals, duplicate and junk rules, alerts, integrations and billing.
Around the edges
- Companies, at the top of the sidebar, switches between the companies you belong to and creates a new one.
- Help / Feedback, at the bottom of the sidebar, sends us a bug report or a feature request.
- The top bar, on a desktop screen, holds the Safe switch, your teammates, What's new with recent product updates, and the bell with your notifications.
- Service Scalers appears in the sidebar only when your company is connected to your Service Scalers team.