A tour of your Quest dashboard

The Dashboard is the home screen after login. Use it to see activity and jump into common tasks.

1. 1

   Read the home layout

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   What the numbers mean

   1. 1

      Stats cards

      At-a-glance counts for your workspace.

   2. 2

      Quick Actions

      Buttons like New Request to start work without digging through menus.

   3. 3

      Sidebar

      Go to Requests, Quotes, Tourists, Library, Archives, Analytics, Settings.

   1. Stats cards show counts (requests, quotes, etc.).

   2. Quick Actions start frequent tasks.

   3. Recent activity lists latest changes.

   4. The left sidebar reaches every main module.

2. 2

   Start work from Quick Actions or sidebar

   12

   What the numbers mean

   1. 1

      New Request

      Opens the client inquiry form.

   2. 2

      Quotes (sidebar)

      Open all draft and active quotes.

   Use New Request for a new inquiry, or open Quotes / Requests from the sidebar if you already know where you are going.