This displays for all organizations, as it is based on actionable items outside of sales. It includes high level information regarding Visits, Placements Added, Events and Tasks that have been logged within Lilypad.

This information can be filtered as well, based on Teams and Time Periods.

Teams Dropdown

Your role within Lilypad's Settings > Users screen will determine what teams you can view on the Home screen in Lilypad Web. 

• A sales rep (who is not a manager or admin) can only see the team they're assigned to and cannot select other teams.
• A manager (who is not an admin) can only see the teams that they manage in the Teams dropdown fields.
• An admin (regardless of which team/s they manage) can see all teams in the Teams dropdown fields.

Whichever selections you make in the “Teams” dropdown will persist even if you navigate to another screen or log out and back into Lilypad.  If you make new selections in those dropdowns, then those new changes will persist.

• **NOTE:  The “Time Period” dropdown will not persist in the same way.