The top of your dashboard:
Account settings: Update your profile, Zillow and Google review links, and notification preferences.
Notifications: Appointments and important updates.
Calendar: Visual view of your upcoming commitments.
Add opportunity: Add leads with as much detail as you want.
The dashboard is organized into three main sections:
Leads Section (Left Pane): Here, you can add or import leads, search through your leads, and select a specific lead to work with.
Upper Pane: Displays "Recommended Next Best Actions," offering a snapshot of the leads that need your immediate attention and the suggested actions for each lead.
Lower Pane: Contains each touchpoint available for you to use, once you to select a specific lead from your opportunities list you choose any touchpoint to send.
Note: At any point click on the BrokerBlocks logo to head back to the dashboard.