|SharpSpring user dashboards consolidates data from various sections of the application into a single view.
Users will see lead, opportunity, and campaign data all in one location.
This article will provide information on user dashboard functionality.
The User Dashboard will open when you first log in to SharpSpring. You can also access the dashboard from any page by clicking the branded company logo in SharpSpring's top toolbar.
User dashboards default to the Dashboard tab. Dashboards will pull in the current profile picture for the user, as well as their user role in SharpSpring.
Starting at the top, the user will see a maximum of four buttons containing a summary information related to that user:
The next item a user will encounter is a chart, showing either campaign data or sales data, depending on the user's role. Further down the dashboard are widgets bringing in the data from various areas of the tool.
|The Feed tab located at the top of the dashboard page shows all of the users currently online, as well as recent activity within the system.
If you are searching for a specific activity, you can use the filter bar in the upper right hand corner.
Users can use the Global Search tool to set specific objects within the system as favorites to prioritize their dashboard with information most important to the user. The tool can be brought up on any page by pressing a keyboard's ; semicolon key twice.
Users can favorite the following:
Click to enlarge.