The General Info tab is your daily launchpad — a single place to guide your focus, track priorities, and make data-driven decisions. Think of it as your personal dashboard for clarity: what needs your attention, what’s performing well, and what’s next in your sales process.
Learning this space helps you take ownership of your workflow. You’re not just reacting to alerts - you’re directing your day with intention.
By mastering the General Info tab, you’ll strengthen your ability to:
Stay proactive, not reactive - identifying what needs attention before it becomes a problem.
Interpret key data across panels like Next Step Alerts, Sales Funnel, Sales Analysis, Recent Exports, Activity List, and Top 10 Accounts.
Adjust your focus by changing date ranges or filters to see exactly the data you need, when you need it.
Apply insights immediately - moving from viewing information to taking action.
As you explore, use this checklist to measure your confidence and progress. The goal isn’t perfection - it’s awareness, comfort, and consistent use.
I can review and address Next Steps Alerts like Opportunity Reminders, Account Category Exceptions, Account Requests, and Unknown Contacts. Click on the help article below to view how to fix your Next Step Alerts!
Next Steps for Sellers
Addressing your Next Steps is important because it ensures progress, accountability, and momentum. This helps you stay aligned with your goals and follow through on critical tasks.
I can locate the Sales Funnel, Sales Analysis, Recent Exports, Activity List, and Top 10 Accounts panels on my dashboard.
I can adjust the date range and/or saved filters, so each panel reflects the period I’m analyzing.
