Widgets
Adding a Widget Widgets are the information boxes within your dashboard when you first log in. To add a new widget, click the Actions button and s...
Fri, Nov 11, 2022 at 9:37 AM
The To-Do widget displays tasks that need to be completed from your Action Plans or any manually created tasks for you, your contact, or one of your transac...
Thu, Apr 25, 2024 at 8:36 AM
At TotalBrokerage, we strive to make your experience as personalized and efficient as possible. One of the key features designed to deliver this tailored ex...
Wed, Apr 26, 2023 at 5:05 PM
For users with the Brokerage Manager role, you can push out widgets to all accounts. These widgets can come in various forms, including but not limited to a...
Wed, Sep 20, 2023 at 2:55 PM
Want to customize your TotalBrokerage dashboard with some personalized content? One way to achieve this is through the use of a Custom HTML Widget. Whether ...
Wed, Sep 20, 2023 at 4:15 PM
Quickly see at a glance which transactions are pending compliance review. This widget is only available for users with the role Brokerage Compliance Officer...
Fri, Oct 6, 2023 at 8:25 AM
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...
Fri, Oct 6, 2023 at 10:22 AM
The Quick Access widget in TotalBrokerage is designed to help users easily navigate to saved reports directly from the dashboard. If a particular report is ...
Wed, Dec 6, 2023 at 2:45 PM
Create and Apply a Widget Template - for Brokerage Manager use only For users with the Brokerage Manager role, you can create a Dashboard Widget Design ...
Mon, Feb 19, 2024 at 4:23 PM