Objective
To provide a clear and concise step-by-step guide for team members on how to effectively navigate the dashboard for Deal Details, ensuring efficient task execution and minimizing misunderstandings.
Key Steps
Log In to the Product
Access the product using your credentials to reach the dashboard.
Familiarize with the Dashboard Layout
Observe the navigation bar at the top, which includes links to:
Deals
Property Section
Contacts
Templates
Account Settings
Video Options
Check Recent Activity
Note the section displaying the total number of deals in use.
Understand that the deals are sorted by most recent activity for easy access.
Monitor Notifications
Regularly check the Notification Center for updates:
Notifications of client sign-ups (via email, text, and dashboard).
Client requests for information or updates.
Open messages to view details and delete any unnecessary notifications.
Create New Contacts or Deals
Use the dashboard to create new contacts or initiate new deals directly.
Access Video Library
Navigate to the Video Library to view or upload:
Deal videos
Informational videos
Instructional videos
Utilize the Education Center
Check the Education Center for categorized instructional videos on using the product.
Review Current Interest Rates
Refer to the section displaying current national average interest rates for various loan types, which can assist in client education.
Cautionary Notes
Ensure that you regularly refresh the dashboard to see the most current notifications and deal activity.
Be cautious when deleting notifications; only delete those that are no longer needed for reference.
Verify the accuracy of any information shared with clients, particularly regarding current interest rates.
Tips for Efficiency
Set aside specific times during the day to check notifications and recent activity to stay updated without interruptions.
Utilize the video library to create and store instructional content that can be reused for client education.
Bookmark the dashboard for quick access and ensure you are familiar with all features to minimize time spent searching for information.