The dashboard displays the number of proposals in their various stages. Use the search filters to search for an existing proposal by property address, template name, theme name, agent name and vendor name. Use the Sort by filter to sort proposals by Newest or Oldest.
Image 1: Search filters and sorting options on the dashboard
Other elements on the homepage include:
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Account selection drop-down menu: Click here to select an account/agency if you are associated with more than one account/agency.
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Profile icon: Click here to edit your profile settings, access the Help Centre and logout.
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Side menu: Click on the three-line menu to hide or show the side navigation menu.
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Create Proposal button: Click on +CREATE PROPOSAL to create a new proposal.
Image 2: Menu options on the dashboard