Managing your company's operations and monitoring performance has never been easier! With just a few simple steps, you can navigate the platform to assign admin roles, track user stats, manage marketing campaigns, and analyze campaign reports. This guide provides a clear and straightforward process to help you streamline administrative tasks and make data-driven decisions effortlessly. Let’s get started!
Follow the below steps to monitor:
Once you log into the platform, click the "Admin" tab in the top navigation bar.
In the company list, select your company.
On the company page, select the "User" tile.
In the User List, you can easily monitor their stats by simply clicking the imposter icon.
On the user's scoreboard, click their "Marketing" tab and select "Campaign."
In the campaign list, click the stats icon to view that campaign's reports. And you may also access the loan officer contacts, Automations, follow-ups, Email Templates etc...
Once you are done with the session, click "Stop Session" to end it, and you will be redirected back to your scoreboard page.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.- 90-Day Sales Support