Viewing and filtering your lead pipeline

The Workspace dashboard serves as a lightweight CRM specifically optimized for visualizing your active pipeline.

The Dashboard View By default, the dashboard shows all recent leads. You can see: Client Name & Address Assigned Sales Rep Number of renderings generated Last active date

Filtering Use the filter bar at the top to narrow down results. You can filter by: Assignee: See only the leads assigned to "John Doe". Status: Filter by 'New', 'Presented', 'Closed Won', or 'Lost'. Date Range: Review performance over the last 30 days.