Onboarding: Lesson 3

Onboarding: Lesson 3

In this lesson, we'll explore Market KPIs to shape your sales strategies and review Dashboard widgets highlighting different data sets

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About this course

In this lesson, you will learn how to:

  • Access Market KPIs to assist in shaping your sales strategies
  • Explore all dashboard widgets
  • Harness the capabilities of each widget

Lesson 3

  • Access Market Data & Trends
  • Intro To Market Snapshot
  • Example Workflows
  • Get to Know Your Dashboard Widgets
  • My Searches Widget
  • New To Market Widget
  • Account Loyalty Widget
  • Top Opportunities Widget
  • Viewed Accounts Tracker Widget
  • Recent Accounts Widget
  • Top Usage Widget
  • Benchmarking Usage Widget
  • Property Status Changes Widget

About this course

In this lesson, you will learn how to:

  • Access Market KPIs to assist in shaping your sales strategies
  • Explore all dashboard widgets
  • Harness the capabilities of each widget

Lesson 3

  • Access Market Data & Trends
  • Intro To Market Snapshot
  • Example Workflows
  • Get to Know Your Dashboard Widgets
  • My Searches Widget
  • New To Market Widget
  • Account Loyalty Widget
  • Top Opportunities Widget
  • Viewed Accounts Tracker Widget
  • Recent Accounts Widget
  • Top Usage Widget
  • Benchmarking Usage Widget
  • Property Status Changes Widget