Partner Portal Orientation: Your Sidebar Map

The sidebar is organized around how a deal actually moves through your business, left to right and top to bottom, in the order the money moves rather than in the order the features were built. Learn it once and you will always know where you are in the lifecycle of any deal. That is the whole trick.

Overview

Dashboard: your daily command center. Occupancy, upcoming check-ins and check-outs, calendar sync health, and action items. Run it every morning per the Daily Rhythm tool guide.