how to get most recent leads on my dashboard

Casey P. shared this question ago

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when someone requests a quote from my websit how can I set it up on my dashboard to see my most current leads.

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Jen H. ● 14 months ago

You will go to your Settings-->Lead Statuses and you can select to have the quotes go to your dashboards.

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Casey P. ● 14 months ago

Hey Jen, thanks for your help. I was able to get to lead statuses in settings but I see nothing about sending them to a dashboard. I've clicked on each section and saw of list of options but nothing about a dashboard.

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Jen H. ● 14 months ago

What I have highlighted here, is for the dashboards.

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Casey P. ● 14 months ago

Jen,

thanks so much for your quick response. Customer service is great however this new upgrade sucks! I'm so disgusted with it that I want to move on to something else. Why did they have to change everything!! It is a total re-do and there was nothing wrong with the old one. For instance, how was I supposed to know that what you highlighted would do what I wanted? Put a new lead on the dashboard, where does it say that? In fact, I don't know what the hell I did because I still don't see it on my dashboard. You guys ruin a perfectly good program! Are there any videos that I can watcht that might help me get around from the beginning? It's crazy that I'm using this program for nearly 5 years and now I have to learn it completely from scratch. Why?

Jim Perno

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