Dashboard

How do I consult my Compliance Score?

The Dashboard allows you to organize and visualize the most important data tied to your company and identifies the areas that need to be optimized. Steps: Click the Home menu option on the left. Under the Home Tab, you’ll find your compliance score.This score is the average of the compliance scores of all the Teams you’re…

Where do I find the Company’s statistics ?

The Dashboard allows you to organize and visualize the important data and identifies the areas that need to be optimized. Steps: Click the Home menu option on the left. Under the Home Tab, You’ll find: Your compliance score. Top 10 non-compliant Contacts, Entities, and Relationships. New Alerts, Tasks, and Reminders. Under the Pipeline Tab, You’ll find: Top 10 Individual referrals…