The Intake Dashboard is where you will spend most of your time while using Lead Docket.
It offers easy access to your opportunities, tasks, unresolved leads, and more.
What you can find on the Intake Dashboard:
- Simple Lead Tracking
- Unread Messages
- My Tasks
- Recently Updated Leads
- Under Review
- Pending Signup
Note: At any time, you can select an employee in your firm to see the unresolved leads that are assigned to them by selecting their name from the drop down menu in the bottom right (pictured below).