The Dashboard provides a clear snapshot of your revenue trends over time, making it easy to see how your business is performing at a glance. It’s designed to give you actionable insights to drive decision-making.
Yes! The Customer Search tool allows you to locate both leads and active customers instantly. You can also view critical details, such as dispute statuses and upcoming deadlines, to stay on top of your workflow.
Adding your logo is simple. Go to the “Settings” section in the software, upload your logo or avatar, and it will appear on your dashboard, ensuring a branded experience for your team. You can also add it directly from the top of the dashboard.
The “What’s New” icon will alert you to updates on new features, training opportunities, and key announcements. This ensures you’re always informed about the latest tools and resources.
Yes, training is integrated into the software. You can access it directly from the dashboard or via the any of the training videos, ensuring you and your team have the resources you need when you need them.