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.
Quickly add a lead by clicking Add Lead.
All Active and New leads are displayed in your Dashboard.
Add a new event and view all upcoming events for the day.
You can page through dates using the corresponding arrows.
Get your to-do list in order by adding new tasks and viewing upcoming tasks.
Completed tasks will not be displayed in your Dashboard.
Start a new deal or manage existing deals.
Keep a 24-hour log of your Zenergyst activity to keep up with your busy day.
Click here for more information on Recent Activity.