Before you begin
Open Dashboard from the sidebar at /dashboard. Every user lands here after sign-in.
Dashboard changes by role, workspace setup, and recent activity. An admin may see setup and workspace health. A rep may see recent contacts or leads, meetings, and tasks.
What you see
- Setup checklist — connect calendar, email, phone, Meta Lead Ads, and first actions
- Recent contacts, leads, and deals you have worked on
- Upcoming meetings, cadence steps, and overdue tasks
- Signals and proof metrics that show what needs attention
- Announcements, product tips, or admin workspace links when available
Setup checklist
- Click a checklist item to jump to the right setup page
- Use the book icon to open the full quick start guide
- Dismiss the checklist only after your core setup is finished
- Admins should finish required integration steps before inviting a large team
What you should see
You should know what needs attention today, where to continue setup, and which contacts, leads, deals, meetings, or tasks to open next.
Common issues
- Checklist missing — it may have been dismissed or completed
- Empty recents — open or create a contact, lead, or deal to populate recent work
- Meetings missing — connect calendar and check timezone
- Listings missing — confirm the workspace industry is real estate