Keep yourself and your team organized by leveraging Cannabiz Media's dashboard to:
- View recent email activity, both via campaigns and direct emails via the Hot Leads section
- Determine which records have engaged the most with your content, overall and per campaign
- View all of your Overdue and Due Soon tasks and deals, as well as Recent Notes you've left
- Quickly locate recent updates to records you have favorited or are assigned to you via the Updates section
- Easily view your list alerts via the List Alerts section
- Managers can view their team's performance, and upcoming tasks and deals via the Team Insights and My Team sections
Accessing all campaign analytics, your lists, and remaining quotas via the Activity Dashboard:
There are a set of quick links in the upper right of the dashboard, outlined below, to get you to areas of the site you need most.
The Quotas drop down will inform you of the number of lists and emails that are available, as well as when your team's email quota will reset. Remember, lists are specific to your seat, and the email quota is shared with other users on your account.
Email Activity This Week:
The dashboard tracks the past week's email activity. You'll see which records have engaged with your content the most over the last 30 days, providing an indication for the sales team on who to target first - your Hot Leads
Where do I see my upcoming tasks and deals?
The right hand side of the dashboard has five main sections, Overdue, Due Soon, Updates, Recent Notes, and List Alerts. The Overdue section offers insight into any tasks or deals that should take priority. Due Soon section will allow you to quickly access your upcoming tasks and deals. The Updates section outlines any changes that have occurred to records that you own or have favorited. Recent Notes provides a preview of any notes that you've left. And the List Alerts section will allow you to quickly enter the lists you own that have received recent changes.
Note: If your account is setup as a manager, you will see two tabs to the right hand side, one labeled My Team and one labeled My Account. More on this outlined in the section below.
Viewing team performance and recent metrics (manager view only)
If your seat has been assigned manager privileges, you will see two tabs on the right hand side of the dashboard. The My Team tab allows you to view your team's upcoming and overdue tasks and deals, and the My Account tab which will provide the same information as what is outlined in the above screen shot.
The My Team tab will allow you to view Overdue tasks and deals. Click the All open deals link to view all overdue deals, you can view All incomplete tasks when viewing the Tasks tab.
Below the list of Overdue tasks and deals is the Due Soon section. This is a list of all the upcoming tasks and deals assigned to your team members. Here you can also click into the All open deals and All incomplete tasks as pointed out below.
The Team Insights section below the recent email analytics will offer a deeper dive into your teams activity within the platform. Viewing the team as a whole will show the last 7 days of activity, as well as a summary of the activity for each user per day. You can filter by record type and team member. Viewing an individual user's activity will show the last 30 days of activity. Use the Show Details link to open up the activity for a user on a specific date.
How do I promote other users on my account to "manager"?
There can be multiple account managers on your Cannabiz Media account, the account managers have access to view the "manager only" sections of the dashboard, outlined in the above section of this help doc. You can upgrade a "standard user" to manager via the Team tab under your account's Settings. Access the settings via the icon in the upper right on your account. Locate the user and click the Promote button to move them to a "Manager".
How do I navigate to the License Database from the Activity Dashboard?
You can find the Activity Dashboard upon logging into the the License Database. To navigate to the database, use the Licenses dropdown in the upper right, and choose Browse Licenses.
Clicking the Cannabiz Media logo in the upper left will take you back to the Activity Dashboard.
Still need help? Reach out to us via the on-screen help icon, or by emailing us at firstname.lastname@example.org.