An overview of your Dashboard

Thomas Gay

Last Update 2 years ago


Your Dashboard is your Control Center for what's going on in your EngagePro account. Here you'll see the people that you have scheduled to communicate with to build your relationships and results. You'll also see if you're on track with engagement schedules and best practices.


Also, there's a growing repository of knowledge resources, training on how to build referral success from the Best Referrals training courses and articles of interest for you to share with your contacts.   


You'll also be receiving a weekly email letting you know who is on your schedule to reach out to in the "Next 7 Days." Use that reminder to login to review the Best Practices Success Center and the Shareable Articles repository.