You can add a widget to your dashboard to display a list of contacts with specific Lead Source, Lead Status, Lead Type, or Tags criteria.
1) Navigate to your dashboard. This is the first page when you log into TotalBrokerage, or you can click Dashboard from the sidebar.
2) Click Actions on the top right. Select + Add Widget.
3) Select the Contact Search Widget Type.
4) Set your search parameters and click Save to add the widget.
5) The widget will appear on your dashboard with the chosen search criteria. Clicking a contact name will open the contact page.
