Understanding Your Dashboard

Here’s a quick guide to help you get comfortable with your dashboard and how to use it.

Your dashboard is the main place where you’ll manage leads, see updates, and track your progress.

Once your setup is done, you can:

• Browse available leads — See which leads might be a good fit for your clinic or services.

• Check your notifications — Stay updated on new leads, important updates, or changes.

• Manage accepted leads — View contact details and track how everything is moving along.

Exciting updates coming soon: 

• Marketing Kit Access:
  You’ll get marketing resources designed to help you grow and boost your strategies. Use them yourself, or easily hand them off to someone from your team to handle.

• Direct Lead Reporting & Invoicing:
  Quickly report lead status right inside the dashboard and get your invoices directly from the portal—no extra emails needed.

Your dashboard is user-friendly and designed to simplify lead management.