How to Navigate the Dashboard Activity Tab
As part of your daily practice, you can use the Activity tab to review recent updates to contacts in your database in seconds. Need a specific viewpoint? You can easily customize the columns you view and update them quickly.
Step 1
*Note: The Dashboard "Overview" tab will open by default every time you open the system.
Click on the "Activity" Tab.
Step 2
You can review various data points and customize the Columns for a personalized view.