Getting started

Your Dashboard

1min

The Dashboard was created to give you a quick view and summary of what's happening inside your account. The Dashboard will help you and your team be on top of the latest leads you have received, see the latest live conversations that took place, access other main pages like website insights, creating and editing of new tools, configuring them on the right pages and places on your website, viewing team members and all of your Serviceform user account's details.

This is what your Serviceform user account's Dashboard will look like.

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