Dashboard – Quick View

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The first sub-tab, “Quick View,” allows you to search through your records. This is a great way to jump to the file of a specific client or partner.

Here, you can use the drop-down menus at the top of the list to filter records by their record type, status in the marketing sequence pipeline, group, and age. “Show only New” will only display records that nobody in your office has opened yet. The “Users” menu can be used to show only clients that are assigned to individual CRM users.

Records matching your criteria will list below, and you can open any record by clicking the “Name” link to the left. Contact information for each record will display in a row to the right, as well as the date and time the record was added to your CRM.

The “Last Tracker Time” column will show when the most recent event was added to that record’s Tracker. The last five events from that record will be represented by colored boxes to the right, which you can hover over to see details about those events. New events can be added directly to that record’s tracker from here in the dashboard using the “Add Tracker” link to the far right.

The “Actions” links to the right can be used to communicate with the contact via email, pre-recorded video, new video, SMS text message, or mailed postcard.