Dashboard

1.1 Overview

The Dashboard is your daily control panel, helping you quickly view your queries, follow-ups, and pending tasks.

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1.2 Screen Reference

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1.3 Key Sections & What They Mean

Query Summary Cards

• Queries by Source → Shows where your queries are coming from (e.g., phone, website).
  
• Total Queries → Displays the total number of queries handled by you.
  
• Transactions → Shows completed bookings or successful conversions.
  
• Cold Follow-ups → Indicates queries that need re-engagement later.
  

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Recent Actionable Queries

• Displays queries assigned to you that require immediate action.
  
• Helps you prioritize your daily work.
  

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Open Queries

• Shows queries created by you that are still active.
  
• Helps track ongoing work and follow-ups.
  

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1.4 Top Navigation Bar

• Red (+) – Create Reminder → Quickly set a reminder for follow-ups.
  
• Blue (+) – Create Query → Start a new customer query.
  
• Bell Icon – Notifications → View updates on your queries.
  
• Reminder Queue → View all your scheduled reminders.
  
• Call Queue → Shows calls where remarks are pending.
  
• User Icon → Access profile and logout.
  

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1.5 Daily Usage Guide

• Start your day with Recent Actionable Queries
  
• Review Open Queries
  
• Check Notifications for updates
  
• Update pending follow-ups