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SecurityTrax

Leads Dashboard

The Leads Dashboard provides a summary or overview of the Leads record.

Overview

The top card of the Dashboard will provide the Lead summary and is fixed in that location.

Cards

  • Each section or Card is a summary or most recent activity of a Lead record. 
  • These are configurable when clicking Cog icon on the Dashboard tab.

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Please be aware that this page will continue to expand as we add more cards in the future.

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