Go to app.topline.com
1. Click "Dashboard"
Navigate to the Dashboard section on the left side menu.
2. Click Icon
Click on the dashboard icon located on the upper left corner of the view.
3. Click "Add Dashboard"
Initiate the creation of a new dashboard by clicking on this option.
4. New Dashboard
A pop up window will appear, fill up the space with the name of the dashboard.
5. Private Dashboard
Activate this option so only you can see it. It won't be visible to other team members.
6. Deactivate Private Dashboard
Toggle this to allow access to other team members. Grant access to agency users, account admins, or account users.
7. Click "Confirm"
Once you have set up your new dashboard information, click on confirm.
8. Start from Scratch or Select Suggested Widgets
Use any of the suggested widgets from the options or start from scratch.
9. Click "Add Widget"
Click on this option to start adding new widgets to the dashboard.
10. Select "Chart type"
This option allows you to select the chart type you want the information to be shown.
11. Select Widget Information Option
Click the type of information you want to add on the widget. It can be contacts, appointments, opportunities, calls, conversations, or general.
12. Pick Option
Select one option from the widgets to get that specific information.
13. Click "Save"
Once selected, click on the save button.
14. Click "Add Widget"
Click on add widget to add another widgets.
15. Click Here
Use this icon to customize the size of your widget.
16. Dashboard View
You can visualize and customize your dashboard view by adding as many widgets you want.
17. Click Edit
To edit your dashboard, click on the edit icon located on the upper right corner.
18. Click Three Dots
To visualize more options, click on the three dots icon located on the upper right corner.
19. Access Options
A dropdown menu will appear with the options to do with the dashboard.
