​How To Use The Dashboard

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:

Row 1:

Calendars: Button takes you to your appointment calendar.

Conversations & Messaging: 1to1 text, email and social messaging with clients

My Form Submissions: Non payment related form submissions.

Social Posting: Schedule out your social media posts for Instagram, Facebook, Google My Business, LinkedIn, and TikTok

Row 2: 

Soulpreneurs Spaces: Your place to create social groups, go live and tend to your community

Soul Connect: Your space to have group support and encrypted video conferencing

1to1 Video Meetings: Open space to do 1on1 meetings.

Course Creation: Start Creating your courses here

Row 3:

Potentials: Number of Leads in your Pipeline

Trail to Sale: All your leads' total worth

Messaging: Response rate of text messages

Row 2:

Funnel: A visual representation of what stages your opportunities are within your Pipeline

Stages Distribution: This is a cycle graph of your Pipeline

Row 3:

Manual Actions: An overview of manual actions

Tasks: A list of assigned tasks for one or all users within your account.

Row 4: 

Web Visitors: Overview of who is viewing your website