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Welcome Page

Rather than digging through menus to find active work, a central landing space puts deal creation, pipeline status, saved assets, and portfolio activity in one place, so teams can pick up right where they left off and spend more time planning, less time searching.

Welcome_Page (2)
  • Deals: Quick reference to your organization's deals by deal status.
  • Recent Deals: Quick reference to deals recently accessed by a user.
  • Map view: Zoom into an area, see, and access deals quickly within that region.
  • Training File: Each account holder has access to both an imperial and metric training file. Note, access to the training file is dependent on age of the account.
  •  Resources: Quick access to TestFit support resources.