The Home Dashboard displays both Tasks and Funnel details. When users switch between these tabs, the screen updates to show either task-related information such as scheduled tasks, follow-ups, and notifications, or funnel-related information showing lead progress across different stages.This allows users to easily manage daily activities and track lead progress from the same dashboard..
Screen -Home-Dashboard/Funnel By switching to the Tasks tab, users can view the screen shown below.It displays scheduled tasks, follow-ups, and notifications for the selected date
Screen- Home -Dashboard/Task Tab |
