Take Charge of the Day with the Home Page

The Home page gives advisors an instant view of their day, so they can prioritize for the most productive, proactive day possible. See which tasks need attention or delegation and what’s left to do today.
Home page
  • Use the quarterly performance dashboard (1) to see how opportunities are trending for the quarter.
  • Check the Assistant (2) for proactive alerts about newly assigned leads and opportunities requiring attention.
  • Stay on top of tasks with the Tasks component (3). Advisors can mark tasks complete right on the page.
  • Keep open opportunities and leads top of mind, and create new records on the fly with the Opportunities and Leads components.
For now, the Home page layout isn’t customizable.