Want to learn the best way to prioritize interested prospects from the Fileboard Dashboard? Grab your coffee, crack your knuckles, and get in front of your laptop. Read on and don’t worry, we’ve figured that out for you.
Welcome to the new Fileboard Dashboard. Here’s where all your important contacts live, and we’ll give you information about which Fileboard tool to use to get them further down the sales pipeline.
First up is your daily tasks: see what’s up next and who you’ll be selling to. Simply click on the name to view all the engagement information relating to that prospect, and see some different options about how to reach out to them.