The Dashboard is the first screen you see in the CRM. It gives you a snapshot of your email performance and everything that needs your attention today.
Email performance cards
The top of the dashboard shows five email stats, updated live:
Emails Sent
Emails Delivered
Emails Opened
Emails Replied
Emails Bounced
Activity cards
Below the stats are cards that surface what needs attention today:
Recommended Leads — leads worth prioritizing, each with a short reason explaining why it was surfaced
Your Tasks — open tasks with due dates and assignees
Meeting for the Day — today's scheduled meetings
Deals — recent and upcoming deals
Notes — latest notes
Your Tasks, Meeting for the Day, Deals, and Notes each include a quick-create button, so you can add a task, meeting, deal, or note without switching tabs. Recommended Leads has a View Leads button that takes you to the Leads tab.
Rearranging your dashboard
You can drag the activity cards into whatever order suits your workflow. Your layout is remembered, so the next time you open the dashboard it looks the way you left it.
Tips
Use the dashboard as your morning check-in — email trends and today's meetings sit side by side.
A rising Emails Bounced number is an early warning to validate your lists.
Recommended Leads is scored on badges, opens, and replies — it's the fastest way to find who's worth calling today.