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Team Dashboard

Attach (Document Tracking), Install, Reports

Note: This feature is only available on the Closer plan.

If your team is using Attach, as a team Admin you can now get a better overview of all communication and engagement with your customers.

If you ever ask questions like:
Across our team, which content are clients most engaged with?
Who is sending out the most presentations or proposals?
Of the proposals we sent out, which clients are most engaged?

Well, now you can find the answer in seconds.

If you’re a team admin, you can find the dashboard in your right-hand menu:

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With the Dashboard team overview, you can get visibility across your entire team, including:

Documents viewed:

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Activity of your team members:

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Most viewed links:

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Activities of Contacts:

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Activities by Company:

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Armed with the dashboard insights you can start to see how effective your teams engagement is with your clients.

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