Dashboard Navigation: Where to Click Next

Created by IronClad Family Support, Modified on Tue, Jan 13 at 1:18 PM by IronClad Family Support

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 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