The Sale Dashboard is accessed from the main screen
| 1. | Start a new lead |
The Sale Dashboard is the main interface. From here you can
| 2. | Start a new lead |
| 3. | Use the filters to see the leads you are interested in |
| 4. | Double click the lead to open the lead edit screen |
| 5. | View sales performance |
| 6. | Export whatever is being viewed in the dashboard to excel |
