Navigating My Dashboard

Your dashboard is the first thing you see when you log in. From here, you can:

Several key widgets help you stay organised and efficient:

At the top of the dashboard, you’ll see a reminder for projects that you marked as Quoted more than two weeks ago.

Click into any of these to follow up or update them as Won or Lost straight from your Dashboard.

You can also hide these from your Dashboard by clicking Hide in the bottom-right corner.

Here, you'll find projects that you’ve marked as Interested that have had recent updates.

Click into them to see what’s changed, or update them with an outcome on your Dashboard.

The Suggested Leads section highlights projects that may be relevant to you, based on:

You can jump directly into other key areas of the platform using the toolbar on the left:

The bell icon in the top-right corner of the screen will take you to your Updates.

These include:

To update your preferences, email, password, or view archived projects:

Need more help? Click the icon in the bottom-right corner of your screen to check out the Knowledge Base, or simply ask a question in the chat.