Navigating your dashboard

Navigating your Dashboard

Available in: Keap Pro


When you log into Keap, you start at the dashboard. The dashboard provides you with real time business statistics so you can effectively manage your day-to-day efforts. This way you can easily stay on top of new leads, invoices, tasks and appointments.

Here, you'll see your leads for the last 30 days, any active deals you're currently working, and the value of paid and outstanding invoices. You'll also be able to see how many customers you have engaged with.

You have a quick view of your task list, appointments, and campaign reporting.