Skip to main content

Leads Dashboard

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


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


  • 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.

Screen Shot 2019-11-27 at 2.25.53 PM.png

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

  • Was this article helpful?