Getting started

Sign in, join your agency, set your targets and find your way around.

• Set your weekly, FYC and case size targetsOpen your profile to set a weekly points target and a yearly FYC target, and to read the average case size your closed cases produce.Everyone
• Find your way aroundThe rail down the left holds every section on a wide screen, and More in the bottom bar opens the same thing on a phone.Everyone
• Why a page or tab is missing for youA page you can't open is almost always a district module that's switched off, or a role you don't hold.Everyone
• Sign in, create an account and reset your passwordSign in with your email and password, create an account from an invite, and send yourself a reset link when the password is gone.Everyone
• Join your agency with an invite linkOpen your manager's invite link, ask to join, and wait for the approval that opens the app.Everyone
• Search anything and run commands with Cmd-KOne search box finds pages, your tasks, notes and people, runs commands like New task, and hands anything else to the assistant.Everyone
• Install ActivityTracker on your phonePut ActivityTracker on your home screen so it opens full screen from an icon, and so an iPhone can get push notifications.Everyone
• Replay the tour and the Getting started checklistWatch the welcome tour again, rerun the three setup questions, and work through the one-off tasks that pay coins on a new account.Everyone