1. [Home](https://www.g2.com/) 2. ... 3. [Client Portal Software](https://www.g2.com/categories/client-portal) 4. [SuiteDash Discussions](https://www.g2.com/products/suitedash/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5ba2523aaa16d34d3eadcee12360a8df/suitedash.png "Product Avatar Image") ](/products/suitedash/reviews) [ SuiteDash ](/products/suitedash/reviews) (620)4.8/5 More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. Show More * * * ### 88.0 Nps Score Already have SuiteDash? ### All SuiteDash Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is SuiteDash used for? ](/discussions/what-is-suitedash-used-for) What is SuiteDash used for? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Appointment Scheduling Software ](https://www.g2.com/tags/online-appointment-scheduling-software)[ time tracking software ](https://www.g2.com/tags/time-tracking-software) [ CRM Software ](https://www.g2.com/tags/crm-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ email marketing software ](https://www.g2.com/tags/email-marketing-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ES Loading... [Emile S.](https://www.g2.com/users/ae6cb5f5-0d70-41a5-98af-c9625e7ca832 "Emile S.") • about 6 years ago ceo ceo More Options - [ # 2 companies ](/discussions/31488-2-companies) how can i use one account for more than one company [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") LL Loading... [Luke L.](https://www.g2.com/users/eca71dbe-3ab3-45f9-aba9-2da37e6fccf4 "Luke L.") • over 4 years ago Professional Coach Professional Coach More Options - [ # Are there any community resources for SuiteDash users? ](/discussions/are-there-any-community-resources-for-suitedash-users) I'm wondering if there are any groups or other resources to see how others are using SuiteDash for their businesses. [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Matthew R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew R.") MR Loading... [Matthew R.](https://www.g2.com/users/f415a5ff-911f-4094-8353-2a63e1bc5ee6 "Matthew R.") • about 5 years ago More Options - [ # SuiteDash or Liscio? ](/discussions/suitedash-or-liscio) I am considering SuiteDash or Liscio. Can anyone tell me why you chose SuiteDash or Liscio over the other? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Lisa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa S.") LS Loading... [Lisa S.](https://www.g2.com/users/d1a0fa20-dbf0-4b48-a77c-aa4b979ed48e "Lisa S.") • about 6 years ago Chief Managing Officer at Visionating LLC Chief Managing Officer at Visionating LLC More Options - [ # When will you integrate with Outlook? ](/discussions/31677-when-will-you-integrate-with-outlook) I would like to use the calendaring feature and connect it to Outlook (and/or more than one calendar). [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Harj G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harj G.") HG Loading... [Harj G.](https://www.g2.com/users/7d962af3-8798-4961-9bfd-902c13fc9cbf "Harj G.") • about 6 years ago CEO - Speed Equity® Mortgage Acceleration System CEO - Speed Equity® Mortgage Acceleration System More Options - [ # Does anyone have use cases for SD that you're willing to share? ](/discussions/31449-does-anyone-have-use-cases-for-sd-that-you-re-willing-to-share) A simple walk through video of your SD setup would be awesome. [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![M.Irfan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "M.Irfan F.") MF Loading... [M.Irfan F.](https://www.g2.com/users/7f847c67-0953-4059-8229-d89fbb5174b2 "M.Irfan F.") • about 6 years ago Entrepreneur Entrepreneur More Options - [ # based on your expertise, we would like to know if their is any better ](/discussions/30697-based-on-your-expertise-we-would-like-to-know-if-their-is-any-better) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Ronel D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ronel D.") RD Loading... [Ronel D.](https://www.g2.com/users/e69d99ba-df8f-43a9-ae9e-7ca68009b5e6 "Ronel D.") • about 6 years ago Finding Data for a Bright Future Finding Data for a Bright Future More Options - [ # Integration roadmap ](/discussions/30593-integration-roadmap) i wonder when you guys update integration with pabbly and nifty? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Vincent D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vincent D.") VD Loading... [Vincent D.](https://www.g2.com/users/1765ee09-4901-4ec0-acb1-ffe9d96b9530 "Vincent D.") • about 6 years ago IT Operations Specialist IT Operations Specialist More Options - [ # What's your workflow regarding leads? ](/discussions/30573-what-s-your-workflow-regarding-leads) How do you handle them, rate them, do you put them in circles etc? How does your workflow look like? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.&title=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SuiteDash+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SuiteDash+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%0aAsk+SuiteDash+questions+and+get+answers+from+expert+users+in+our+SuiteDash+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts Start A Discussion * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/71e0f65e9bc5d566c8121c6280bb8c0d/suitedash.svg "Product Avatar Image") ### Have you used SuiteDash before? Answer a few questions to help the SuiteDash community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsuitedash%2Fdiscuss%3Fsmall_ask%3Dsuitedash) No ## Top Contributors in SuiteDash 1 ![Mike L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike L.") ML Loading... ### [Mike L.](https://www.g2.com/users/fd217b7f-7019-4b83-83d5-ff782e581b19 "Mike L.") CEO 4 pts 2 CF Loading... ### [Crystal F.](https://www.g2.com/users/dcb6b6a5-5859-4ee0-bffc-3400e85f79e3 "Crystal F.") Owner 3 pts 3 ![Ronel D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ronel D.") RD Loading... ### [Ronel D.](https://www.g2.com/users/e69d99ba-df8f-43a9-ae9e-7ca68009b5e6 "Ronel D.") Account Executive 1 pt 4 ![M.Irfan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "M.Irfan F.") 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