Calendar Events: Dashboard
Get a sneak-peek into your calendar on this dashboard. You can update the preview to today, this week, or this month’s view. You can click
dashboard
Email Campaigns Overview: Dashboard
This widget provides a basic analytics highlight and quick access to your most recent campaign. Click on the links to go to the campaign directly.
Daily Highlights: Dashboard
Daily highlight is available under Activity Dashboard: This widget will give you an insight into what’s for the day. It will tell you about activities
My Goals: Dashboard
This widget is provided to track the goals set & status for the selected month. You can view the goals of agents and the goals
My Task List: Dashbaord
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
Todo: Dashboard
Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list
Email Live feed – Email open and click counts in Dashboard
This is a new widget on the Dashboard of the Agency Portal for real time tracking of every email from campaigns that are being sent
Mobile App Dashboard
Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a
Text Campaigns Overview: Dashboard
You can get a complete overview of the text campaigns that are running. Hovering on it will give you the campaign details and clicking on
