Your Dashboard

Whenever you log in to your Zenergyst account, you will be brought to your Dashboard. This is a quick and easy way to check notifications, take a quick note, and manage leads, upcoming calendar events, tasks to be completed, and active deals.

Leads

Quickly add a lead by clicking Add Lead.

All Active and New leads are displayed in your Dashboard.

Calendar

Add a new event and view all upcoming events for the day.

You can page through dates using the corresponding arrows.

Tasks

Get your to-do list in order by adding new tasks and viewing upcoming tasks. 

Completed tasks will not be displayed in your Dashboard.

Deals

Start a new deal or manage existing deals.

Recent Activity

Keep a 24-hour log of your Zenergyst activity to keep up with your busy day.

Click here for more information on Recent Activity.

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