This article prevents “wandering.” The dashboard tells you where to go next based on what you're trying to accomplish.
If your goal is onboarding clients
- Go to Clients
- Add the client
- Open Manage and begin the vault workflow
If your goal is building out a client's vault
- Open the client and go to Manage vaults
- Create records in the categories that apply, then assign each to the right vault
- Confirm nothing reads “Not assigned to any vault yet” before you finish — an unassigned record reaches no one
If your goal is generating revenue
- Go to Opportunities
- Review Hot Leads first
- Update statuses so your pipeline reflects reality
If your goal is fixing onboarding friction
- Go to Settings
- Confirm Sample Data is cleared (if using real clients)
- Confirm Help & Onboarding preferences are set correctly
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