Getting around the dashboard

Modified on Thu, 08 Sep 2022 at 09:48 PM


The dashboard is what you will see when you first login.  All features are accessed by the menu on the left of the screen, or in the menu icon if viewing on mobile devices.


User Profile

Use the Edit Profile to adjust your user account phone number and name or update your password.  This will not affect the name of your business or your business phone number.


Menu

Select items from the menu by tapping or clicking.


Support

Click the Support icon to open a support window.  You can ask questions and search through the AeroQuote library of support pages.


Quote Calendar

The quote calendar shows all the quotes you have generated in a calendar.


Activity Log

Shows the most recent activity from your organization.  Click on a row to be taken directly to the item that generated the event.

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