Understanding the Interface

Dashboard: Your home screen with overview metrics and recent activity
Players: View and manage all your player profiles
Pipeline: Track deals through their various stages
Tasks: Manage your to-do list and deadlines
Cooperation: Share and view players shared with other agents

Step-by-step guide to help you master AgentBoard.

AgentBoard uses a consistent navigation structure across all pages to help you find what you need quickly:

Throughout AgentBoard, you'll encounter these common interface elements:

Action Buttons
Blue buttons indicate primary actions, while gray ones are for secondary actions. Green is used for creation or addition actions.
Cards
White rectangular containers that group related information together
Tables
Used to display lists of players, tasks, or other data with consistent column structure
Filters & Sorting
Located at the top of most list views, allowing you to narrow down and organize data

AgentBoard is designed to work seamlessly across devices of all sizes:

On smaller screens, tables may switch to a card-based layout for better readability
The sidebar menu collapses into a hamburger menu (☰) in the header
Action buttons may group into dropdown menus to save space
Forms will stack fields vertically instead of in columns

For the best mobile experience, we recommend using the latest version of Chrome, Safari, or Firefox on your mobile device.