The "My Work" tab is a dedicated area within GlassHive that centralizes all the essential tools and information a salesperson needs to manage their daily tasks, contacts, and leads. It’s designed to streamline workflows, making it easier for sales professionals to focus on activities that drive revenue, such as prospecting, nurturing leads, and closing deals.
To access the "My work" tab select the home icon on the nav bar.
Upon selection, you will be presented with three options:
My Tasks:
This section is a dashboard specific to the salesperson where they can view all assigned tasks from follow-ups, meetings, notes, etc...
My Contacts:
This section is a contact dashboard specific to the salesperson so they will only see contacts assigned to themselves.
My Qualified Leads:
This section is a contact dashboard specific to the salesperson so they will only see qualified leads assigned to themselves.
