Contacts Dashboard

Contacts Dashboard

Contact Dashboard is the intake summary screen for the Contacts module.

What it shows

  • summary metrics
  • engagement metrics
  • activity trend
  • top sources
  • top contact types
  • recent contacts
  • reload control

When to use it

  1. Spot which acquisition sources are increasing.
  2. Review which contact types dominate the queue.
  3. Jump quickly into the contacts list for follow-up.

Dashboard is best for triage

This screen is for pattern detection and prioritization. Use record-specific screens once you know what needs action.