Dashboard
Welcome back! Here is an overview of your onboarding progress and CRM activity.
Profile Completeness
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72%
6 of 22 fields remaining
Health Score
Overall CRM engagement rating
68Needs Attention
Calls This Week34
+12%vs last period
Leads This Month18
+8%vs last period
Pipeline Value$1.2M
+15%vs last period
Appointments7
3%vs last period
Recent Activity
Latest actions from your HighLevel CRM
Outbound call to John Martinez — discussed refinance options
15 minutes agoNew lead captured: Sarah Kim via Facebook Ad
45 minutes agoFollow-up email sent to David Chen — pre-approval docs
2 hours agoSMS reminder sent to Emily Rivera — appointment tomorrow
3 hours agoNew lead captured: Michael Torres via Zillow
5 hours agoInbound call from Amanda Wu — questions about VA loan
7 hours agoQuick Actions
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