training series 1
In this training video, we are going to discuss how to login to your dashboard so that you can manage your conversations, opportunities, phone calls, & more. Our dashboard allows you to always remain “in the loop”, meaning you can see the activity and leads we are actively generating for you as well as the value of each. Learn more by pressing play:

Need a quick recap? Here’s what we just covered:
  • Go to to login with your username and password
  • See all your activity through the dashboard
  • View your follow-up tasks
  • See the resource report (where your leads are coming from)
  • See the reviews we’ve collected for your business


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