The Dashboard acts as a landing zone when you first sign in to SALT.

Updated over a week ago

The Dashboard is your starting point when signing into SALT. From here, you can share your Forms with ease and get a glance at your most recent submissions.

What are Submissions?

Submissions contain the data collected for each client/prospect needind a quote. The SALT Dashboard lists your 6 most recent submissions received or created in SALT.

Why don't I see all of my recent submissions in the "Recent Submissions" list?

This list will only show the 6 most recent submissions, by date, for your current location.

Take note that this recent submissions list is location-based, so if you operate in more than one location, all of your recent submissions may not be listed here. For example, if you're looking for a submission from your Dallas location but are currently viewing your Fort Worth location, the submission will not be included in the recent submissions list.

How do I use the "quick share" Form?

The quick share Form present on your SALT Dashboard is an easily accessible way to share your Form with a prospect as quickly as possible. You can opt to share directly via email, Facebook, Twitter, or Linkedin. You'll also see the option to copy the URL or QR code next to your link, if you'd prefer to share your Form's link that way.

Select the Form you want to share from the dropdown menu, and select your preferred method of sharing. You can also tap the "Share" button located at the bottom-right corner of your screen and go through the same steps.

Check out this article for more info on SALT Forms.

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