Before you begin
Open **Dashboard** from the sidebar (/dashboard). Every user lands here after sign-in.
What you see
- Recent leads and deals you work on
- Upcoming meetings and overdue tasks
- Product announcements and Flow suggestions
- Setup checklist (floating) until core steps are done or dismissed
Setup checklist
- Tracks calendar, email, phone, Meta (real estate), and first actions
- Click any step to jump to the right page
- Book icon in the checklist footer links to the full quick start guide
- Hide anytime — reopen from Dashboard if needed
What happens next
- Connect tools → Integrations
- Triage mail → Inbox
- Plan your day → Schedule (/dashboard/calendar)
Common issues
- Checklist missing — you may have dismissed it; refresh Dashboard
- Empty recents — add a lead or open an existing record to populate