Using Lead Dashboards

Video Tip - Go to the 4:35 mark in the video below for how to use all the features on the Lead Dashboards.

When you go to the Leads Main Section Overview page and click on a Lead, you are taken to that Lead's Dashboard.

The Lead Dashboard is your portal for managing the tools, details and assignments for each specific Lead. Your ability to access this dashboard as well as the tools and information presented on it is based on if you have been assigned to the Lead and what level of permission you were granted to the account.

Below are descriptions of the elements within each Event Dashboard.

The following features are located at the top of the Dashboard screen...

Lead Name and Navigation
At the top of the page, you can view the Lead name and tentative date(s)/time(s) as well as if the Lead is On Hold. The Tool Navigation Header below the Lead name tells you what tool you are currently in for the Lead.

  • To navigate to another tool inside the same Lead, click on the arrow next to the header.
  • To navigate to another Lead/Tool, clicking on the "Switch Lead" button on the right side.

"Book Event" Button
Clicking on this converts the Lead into an Event instantly.

"Edit Lead" Button
By clicking on this button, you can:

  • Edit the Lead Name/Color
  • Edit the Tentative Date(s)/Time(s)
  • Add/Delete the Thumbnail Image for the Lead
  • Place the Lead On Hold
  • Close the Lead
  • Delete the Lead

"Export" PDFs
By clicking on this button, you can download the following PDF files:

  • Assigned Contacts PDF
  • Assigned Vendors PDF
  • Assigned Venues PDF

Activity Log (top right corner)
Here you can see all the user activity for everything in the Lead over the last 14 days, and you can also view any emails sent from the Lead in the last 14 days.

The following features are located under the "Overview & Tools" area...

Lead Tools
You can view all the tools available in the Lead as well as quick statistics/totals for each tool.

  • To go to a tool, just click on the tool's name.
  • To change the order of how tools are displayed, use the up/down arrow next to each tool and drag the tool to the desired position.

Status Notifications Grid
This area displays four categories of status notifications: recent key activities (green), overdue items (red), waiting items (yellow) and upcoming items (blue) for each tool inside the Lead.

These categories are arranged into four columns, and each column contains:

  • A summary area at the top providing counts of the types of items appearing below.
  • Status notifications for each tool that, when clicked, provides details in tabular form about those specific items in that tool.

At the top of the grid, you can set the time range for each category of status notifications.

Key Activities (Green)

This category displays noteworthy activities that have occurred in the Lead in the recent past.

You can set this category to display items that have occurred in the last 7 or 3 days or today.

For any tool that has key activities that have been recently completed (per your display setting preferences), a green count button will appear; when you click on that button, a table will appear that displays all the relevant key activities.

Next to each item is an "Actions" button that allows you to do one or more of the following (depending on the type of item):

  • Go to the tool/area where the item exists in the Lead.
  • View summary details that relate to the item.

Overdue Items (Red)

This category displays items that are overdue or past their designated deadline date.

You can set this category to display items that have become overdue over the past 7, 14, 30, 60, 90 or 180 days as well as all overdue items regardless of time range.

For any tool that has overdue items (per your display setting preferences), a red count button will appear; when you click on that button, a table will appear that displays all the relevant overdue items.

Next to each item is an "Actions" button that allows you to do one or more of the following (depending on the type of item):

  • Go to the tool/area where the item exists in the Lead.
  • Modify the item (for example, for To-Do's you can edit or delete the item or mark it as complete).
  • Send a reminder email to contacts directing their attention to the item.

Waiting Items (Yellow)

This category displays items for which you are waiting for someone to provide data or complete a process.

You can set this category to display items for which you have waited for a response/action for the past 7, 14, 30, 60, 90 or 180 days as well as all waiting items regardless of time range.

For any tool that has waiting items (per your display setting preferences), a yellow count button will appear; when you click on that button, a table will appear that displays all the relevant waiting items.

Next to each item is an "Actions" button that allows you to do one or more of the following (depending on the type of item):

  • Go to the tool/area where the item exists in the Lead.
  • Send a reminder email to contacts directing their attention to the item.

Upcoming Items (Blue)

This category displays items that have a date attached to them and are coming up in the near future.

You can set this category to display upcoming items over the next 3, 7, 14, 30 or 60 days as well as just today.

For any tool that has upcoming items (per your display setting preferences), a blue count button will appear; when you click on that button, a table will appear that displays all the relevant upcoming items.

Next to each item is an "Actions" button that allows you to do one or more of the following (depending on the type of item):

  • Go to the tool/area where the item exists in the Lead.
  • Modify the item (for example, for To-Do's you can edit or delete the item or mark it as complete).
  • Send a reminder email to contacts directing their attention to the item.

The following features are located in tabs under the "Contacts, Vendors and Venues" area...

Contacts
Under this tab you can assign Contacts to the Lead, which does two things:

  • It allows those Contacts to access the Lead if you have given them access to your account.
  • It lets you and other users assign those Contacts to items inside of the Lead's tools like To-Do's.

Vendors
Under this tab you can add Vendors to the vendor list inside the Lead. It DOES NOT give vendors access to the Lead or to the account.

Venues
Under this tab you can assign one or more Venues to the Lead and designate the dates/times those venue spaces/rooms are booked. These Venue assignments will also display on the master Calendar in Venue view.

Tags
Here you can apply Tags to the Lead so you can runs searches and Reports based on Tags.

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