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How to filter your Activity Dashboard

By | 2018-09-21T11:35:10-04:00 September 21st, 2018|

Seeing everyone's activity cards on the dashboard can be overwhelming, filtering these cards can help you see more clearly what accounts need your attention. Begin by clicking   directly below the Bolstra logo on the activity dashboard. Under filter activity by: click 'Add Filter Attributes' and choose one or multiple selections. After clicking "Add Selected" in the top right corner of the Attributes window you can then filter further and then save the selection as [...]

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How to build multiple activity boards

By | 2018-09-25T10:47:12-04:00 September 7th, 2018|

Follow along to build a custom activity board i.e activity dashboard Begin by creating activity lanes in the administration panel. Select what state the lane should be (To Do, Work in progress, etc) 3. You can also choose if the lane should be limited to only certain activity types. 4.  Add an activity board, then begin adding the lanes you just created **Pro Tip - A global lane is a shared lane used on multiple [...]

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Activity Dashboard

By | 2018-09-25T13:22:10-04:00 August 28th, 2018|

The Activity Dashboard is the landing page of the Expert Console;  it informs Bolstra users and managers about Activities and Touchpoints.  It is where all work can be seen and managed.   You can also see the amount of time logged for that current day of work.

What is a touchpoint?

By | 2018-09-25T12:31:33-04:00 August 28th, 2018|

Touchpoints are Activity Cards that are specific Activity Types where you have direct contact with the customer. These activity types are chosen in Administration and must be specifically checked as Touchpoints upon creation to track them on the Account level and in Analytics. Common touchpoints : Account eMeeting Account On-Site Meeting Account Phone Call Account Email Account QBR Account Renewal Learn how to filter touchpoints here

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How to log an activity card

By | 2018-10-03T14:51:21-04:00 August 13th, 2018|

To manually log/create an Activity Card, click the following icon at the top of any swim lane on the Activity Dashboard You can also quickly log a touchpoint using this icon   Activity Dashboard If you are locked onto an account the account will auto-populate in the activity card; otherwise, you can search for the account by typing in the account name. You are also required to choose an activity type and either associate [...]