Go to app.topline.com
1. Click "Dashboard"
Access to the dashboard feature on the left side menu.
2. Click Icon
Click the icon located on the upper left side.
3. Select Dashboard
Search for the dashboard you want to customize.
4. Click Edit
Click on the edit icon located on the upper right corner of the view.
5. Move Widgets
Click on the 6 dots icon located on the widgets to change their location on the dashboard.
6. Click "Add Widget"
Select this option to add new widgets to the dashboard.
7. Numeric Widget
Select this option if you want to add a numeric widget.
8. Donut Widget
Select this option if you want to add a donut widget.
9. Line Widget
Select this option if you want to add a line widget.
10. Bar Widget
Select this option if you want to add a bar widget.
11. Horizontal Bar Widget
Select this option if you want to add a horizontal bar widget.
12. Category Widget
Select this option if you want to add a widget based on its category.
13. Choose Category
Select your widget category from the options. It can be according to contacts, appointments, opportunities, calls, conversations, and general information.
14. Click "Objects"
Select this option to add embed codes.
15. Select "Embed"
This option allows you to embed external content into the dashboard.
16. Add External Content
Add a title, type and the information needed to add the embed code.
17. Click Three Dots
Click on the three dots icon to visualize more options.
18. Select Option
Choose an option from the dropdown menu, it can be clone, duplicate, set as default, manage permissions, or delete the dashboard.
19. Click "Save Changes"
Save the recent modifications by clicking on the save changes option.
