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What am I seeing on the CRM Dashboard?

The CRM dashboard is a high-level view of some of the data being produced by the CRM tool.

 

New Leads - the number of new leads created, by day, over the past 30 days

Estimate Status (This Year) - the total value of estimates assigned to each status (Pending/Lost/Won) in the current calendar year

Overdue/Upcoming ToDos - ToDo items either created by you or assigned to you that are either overdue, or due in the next 2 weeks

My Recent Leads - The last 5 leads you added to the CRM tool

Best Referral Sources  - The referral sources that are generated the most leads (by number of leads)

Popular Tags - the top 5 tags with the most clients/leads assigned to them

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