Last updated: 2026-03-19 · 2 min read
Using the Dashboard
The dashboard is the first screen you see after logging in. It gives you an overview of the deals you're responsible for and lets you quickly check your next actions.
Screen Layout
The dashboard displays the following information.
| Section | Content |
|---|---|
| Recent Rooms | A list of the Rooms you've accessed most recently |
| Unread messages | The number of unread messages in each Room |
| Tasks due this week | Tasks assigned to you that are due soon |
| Customer activity | Recent viewing activity by external members |
Accessing a Room
To open a Room from the dashboard, click its name. To create a new Room, use the "New Room" button.
Making the Most of Customer Activity
When an external member (customer) views a Room, it appears in the customer activity section of your dashboard.
The moment a customer views a Room is the perfect time to follow up. Reaching out right after they've viewed it can help accelerate the deal.
Sidebar Navigation
You can access features beyond the dashboard from the sidebar.
| Menu | Feature |
|---|---|
| Dashboard | Overall overview (this screen) |
| Rooms | View all Rooms |
| Tasks | View tasks across all Rooms |
| Messages | Unread messages across all Rooms |
| Library | Manage shared assets |
| Settings | Workspace settings |