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How to access your iPacket Dashboard
How to access your iPacket Dashboard

How to access and review your iPacket Dashboard

Seve Astorg avatar
Written by Seve Astorg
Updated over a week ago

Dashboard Table of Contents

Tabs

Viewed - list of packet shares that have been viewed
Hot List - list of packet shares that have been viewed more than 3 times (your most interested clients)
User Shares - list of all packet shares sent both viewed and not viewed
Price Changes - list of all autogenerated price change alerts that were sent by the iPacket system
Social - list of all packets shared to social media via the iPacket dealer portal Social integration
All - list of ALL packet shares regardless of the type

Team Member

The salesperson at the dealership that sent the iPacket


Customer

The customer that was sent the iPacket


Sent

A timestamp of when the iPacket was shared

Views

Blue circle = packet was viewed & the number indicates how many views (you can click on the blue circle to see the timestamps of view activity)

Type - How the packet was shared

Email - iPacket shared via email
Text - iPacket shared via text message
Weblink - generated custom weblink
Social Share - iPacket shared on Social media
Price Change - Automatic price change alert sent on your behalf
Quick Share - iPacket shared via Quick Share in Mobile App
Third-Party Integration - iPacket shared via CRM integration
Module Quick Share - Individual document shared via the Mobile App

Insights

Link to the insight report for that particular packet share - showing the interaction data (what documents the customer clicked on and how long they spent on each module)

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