Implementation & Getting Started

Is there any special software that needs to be installed to run dashboard?

No. dashboard is web-based and can be accessed anywhere with an internet connection.

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What web browser can I use?

Firefox (2.0 plus), Internet Explorer (7 plus), Safari (2.0 plus) or Google Chrome (2.0 plus).

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How long does it take to get dashboard live for my business?

Generally you can have dashboard working and live for your business in less than an hour.

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Can I customize dashboard for my business?

Yes, for sure. You can customize Lead/Deal Status & Maturity Levels, Sources and Tags.

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Can I share leads data across my company? Or setup teams to each manage their own leads?

Yes, you can setup dashboard to share leads across your account. In addition, you can setup teams with managers or admins which will have visibility of the leads associated with all of their team members. To learn more about how you can share leads inside your dashboard account, click here.

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Do you offer a private labeled version of dashboard?

Not right now.

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Can I install dashboard on my own server?

Not right now.

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