The first thing you will see after you login is your Leader dashboard.

There are three main areas of the Leader dashboard:

  1. Accessing your profile settings and the account settings,

  2. Accessing the different divisions of your leader account that contain the individual accounts. By clicking on the name of the account you can open the accounts page.

  3. The navigation bar of the Leader level

Pages of the Leader dashboard

The left navigation bar allows you to access the different pages of the dashboard:

Analytics

Track in real-time data of your account, including survey results.

For more information, click here.

Database

Overview of the database, filter and segment the database from here.

For more information, click here.

Customize App

Tailor the engagement flow to your account and create new custom fields for the outreach engagement.

For more information, click here.

Members Directory

Add new users, create and manage teams - and review statistics on the performance of your individual users and teams.

For more information, click here.

Talking Points

Create talking points for the outreach campaign, assign them to different teams and create talk tracks of different categories.

For more information, click here.

Surveys

Create survey with multiple types of questions and assign them to teams.

For more information, click here.

Documents

Access your exports from here.

If you have any additional questions on your dashboard, please contact: support@ecanvasser.com

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