Navigate to the Dashboard section on the left side menu.
Click on the dashboard icon located on the upper left corner of the view.
Initiate the creation of a new dashboard by clicking on this option.
A pop up window will appear, fill up the space with the name of the dashboard.
Activate this option so only you can see it. It won't be visible to other team members.
Toggle this to allow access to other team members. Grant access to agency users, account admins, or account users.
Once you have set up your new dashboard information, click on confirm.
Use any of the suggested widgets from the options or start from scratch.
Click on this option to start adding new widgets to the dashboard.
This option allows you to select the chart type you want the information to be shown.
Click the type of information you want to add on the widget. It can be contacts, appointments, opportunities, calls, conversations, or general.
Select one option from the widgets to get that specific information.
Once selected, click on the save button.
Click on add widget to add another widgets.
Use this icon to customize the size of your widget.
You can visualize and customize your dashboard view by adding as many widgets you want.
To edit your dashboard, click on the edit icon located on the upper right corner.
To visualize more options, click on the three dots icon located on the upper right corner.
A dropdown menu will appear with the options to do with the dashboard.
