Understanding the Admin Dashboard
The dashboard gives you a quick view of new activity and shortcuts into the work that needs attention. Treat it as a starting point; the detailed record always lives in the relevant section.
Where to find it: Admin → Dashboard
What to do
- Review new signups and recent activity.
- Open a person or activity to continue in the CRM.
- Check live visitors when you want to see what is happening on the site right now.
- Use the sidebar for the full list of tasks, appointments, campaigns, content, and settings.
Good to know
- Counts can differ from a filtered CRM view; clear filters when comparing totals.
- If a dashboard card looks stale, refresh the page before changing settings.
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