You can add a widget to your dashboard to display a list of contacts with specific Lead Source, Lead Status, Lead Type, or Tags criteria.
1) Navigate to your dashboard. This is the first page when you log into TotalBrokerage, or you can click Dashboard from the sidebar.
2) Click Edit Widgets found in the upper right corner of the Dashboard.
3) Select + Add
4) From the Widget Type dropdown, select Contact Search
5) Set your search parameters from the dropdowns and click Add
6) Click Done
7) The widget will appear on your dashboard with the chosen search criteria.
Clicking a contact name will open the contact's page.
8) If you need to make changes to the parameters of the Widget, click Edit and the list will display as in #5 above.