The Product Dashboard shows all your clients' mortgage, insurance and investment products and let's you know when they are up for review.
In this article you will learn how to:
Find your Products dashboard
What the Product Review Status column reflects
How to see when a Product is up for renewal
Access
To go to your Product Dashboard, click the briefcase icon on the navbar on the left of your screen.
From the Product Dashboard, you will be able to see all the current products your clients have. This page shows what the product is, how long until its review date, the Profile it is associated with, and extra product information.
What the Product Review Status column reflects
Products that have no review date are yellow
Product reviews that are overdue are red
Products that are inside the review period set by your automations are green
Products that are outside their review period are grey
Products that have no timer cannot have a review date eg. floating loans
When a product approaches its review date, your automation settings will create an Opportunity and an Activity for the product.
Bulk Actions
The Products Dashboard allow you to edit all of your business' products in bulk. This unlocks special features, such as reassigning ownership to all or previewing information, such as this infographic:
You may also export this information to craft a variety of reports 🚀
What Next?
How do I manage my clients products under their profile? Managing a Profile's Products