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Dashboard

Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.

General CRM Overview

Dashboard Overview

The Dialer

Dashboard Permissions

Managing Custom Dashboards

How to Create Multiple Dashboards

How to Set Your Default Dashboard

Custom Widgets

Custom Widgets Overview

Removing a Widget

Rearrange Widgets

Resize Widgets

Adding a Widget to the Dashboard

Custom Widgets FAQ

How to Customize a Widget

Edit Widgets on the Dashboard

Setting Up Call Widgets on the Dashboard

Dashboard Opportunity Date Filter

How to Use Conversation Widgets on Your Dashboard

Task Widget

How to Add Appointment Widgets to the Dashboard

Filtering Opportunity Widgets By Pipeline Stages

Lost Reason Filter for Opportunity Widgets

How to Configure Your Dashboard Theme

How to Duplicate a Widget

Elements

How to Add the Embed Element to Your Dashboard

How to Add Elements to Your Dashboard

How to Add Titles to Your Dashboard

How to Add Text Boxes to Your Dashboard

How to Add Images to Your Dashboard