Tutorials / Get started
Home: who needs you today
See open leads, pipeline value and every customer waiting for your reply.
WhereDock → Home, or click the logo in the top bar
Read the numbers
Open leads, Pipeline value (sum of deal values), Won and Bulk sent today come from your CRM and campaigns.
Answer who is waiting
Waiting for your reply lists chats where the customer wrote last. Click one to open it.
Revive quiet leads
No reply in 3+ days lists open leads where you wrote last and heard nothing. Press Follow up to send a polite nudge with their name filled in.
Account links
The Account box has your customer panel, Buy licence or Renew.