Edit Dashboard Widgets

Editing Dashboard Widgets

You can customize the information displayed on your CRM dashboard by editing individual widgets. This guide will show you how to access the editing options and apply your changes.

Step 1: Enter Edit Mode

To begin editing your dashboard, first click the EDIT button located on the dashboard page. This will switch the dashboard into edit mode, allowing you to modify the widgets.

Step 2: Select a Widget to Edit

Once in edit mode, find the widget you want to customize. In the top-right corner of the widget, you will see an ellipsis menu (...). Click this menu and then select the Edit option from the dropdown list. An editing panel will open on the right side of the screen.

Step 3: Customize and Save Your Changes

Use the editing panel to make your desired adjustments to the widget's settings. After you have finished customizing, click the Save button within the panel, and then click Save Changes on the dashboard to apply your updates.

Important Notes

General widgets cannot be edited. Only specific widgets are customizable.

The ability to create and edit custom dashboards is a feature available exclusively on the $497 per month plan and higher. If you are on the $97 or $297 plan, you will need to upgrade to access this functionality. Custom dashboards on the $497+ plans can be used by Agency Admins and Agency users.

For more information on controlling who can edit dashboards, please refer to the article on managing dashboard permissions.

Related Articles

• Removing a Widget from the Dashboard
• Resizing Dashboard Widgets
• Rearranging Widgets on the Dashboard