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Updated over a year ago

Home

In this tutorial, we'll show you Samdock's Home screen, and we'll explain what every block represents.

This is how the Home looks like in Samdock. It's an overview of your recent and pending activity in Samdock.

Home screen in Samdock

It's possible that you'll see the blocks arranged in a different way, and that's only due to the responsive layout. We'll go block by block explaining what they represent.

Open requests

Incoming requests that came from inbound sources and need to be qualified.

Pipeline breakdown

Your deals vs. your leads, and the value they represent.

Closed deals

Your closed deals and the value they represent for the current week, month, or previous month.

Meetings

Today's upcoming meetings.

Tasks

All pending tasks unassigned, or assigned to you.

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