All our communication platforms – Dialpad, Gmail, and Zoom – are synced to the dashboard, which allows you to see all your client communications in one centralized place.

1. Click into any Household and scroll down the Overview section to find previous emails, scheduled meetings, phone calls, and text messages.

   

2. You can use the Filter at the top of the Activity section to filter for a select activity type.

   

3. The Activity timeline is organized by Upcoming and Past events. All upcoming meetings and scheduled tasks will be at the top of the Activity timeline, and all historical activity will appear at the bottom of the timeline.

   

4. To view all tasks across all your households, go to the Tasks section on the dashboard. Here, you can filter based on task type and/or current task status.