Customer Dashboard

The customer dashboard provides an overview of the fulfillment dashboard for your customer to view. From within the customer dashboard your customer can view the leads you have captured for them, the forms, automations & pipelines you set up for them, the documents and files you are sharing with them, the tasks your team has assigned for the customer to view, message boards the customer is a part of and finally the customer has their own calendar with all the same functionality mentioned in the calendar section.

The customer dashboard is accessed by the customer user whom you invite through the fulfillment dashboard. For more information on how to invite a customer and onboard them into the dashboard refer to the Forms section where you will find step-by-step instructions.

The dashboard page is the default view for the customer once they log in. Here the customer can see a brief overview across multiple parts of the dashboard - such as how many leads the customer has, urgent tasks, latest updates and so on.

The documents and task management features for the customer work just as they do on the fulfillment section. Refer to the Documents and Task Management sections for more information on how to use these features.

The forms & leads page also function the same as the forms and leads on the fulfillment dashboard (see the Forms section for more details). However, note the customer is not able to create and connect their own forms. You can set up forms and on their behalf in the fulfillment dashboard.

The automations page in the customer dashboard allows the customer to view automations that you assign for them to view.

The pipelines page in the customer dashboard functions exactly the same as it does for you in the fulfillment dashboard. See the Pipelines in Fulfillment section for more details on how the pipelines feature works.

As mentioned above, Message Board & Calendar features in the customer dashboard function exactly the same as they do in the fulfillment dashboard. See the Message Board or Gonzy Calendar section for more information on these features.

The integrations page in the customer dashboard functions the same as it does for your account as an agency user.

Updated on: 19/03/2025