How To Pin Favorite Dashboards

What Is Dashboard Pinning?

Dashboard pinning allows you to mark specific dashboards as favorites so they are always easy to find and access. If you work with multiple dashboards, pinning ensures your most important ones stay at the top of the list, saving you time and effort.

How to Pin a Dashboard

Step 1: Access the Dashboard Menu

Go to the CRM's main menu and select Dashboard. This will open the dashboard selection menu where you can view all available dashboards.

Step 2: Locate the Dashboard

Browse or search through the dashboard list to find the one you want to pin. You can scroll or use the search bar to quickly locate it.

Step 3: Pin the Dashboard

Once you've found the dashboard, click the pin icon next to its name. When the icon changes from gray to blue, the dashboard is pinned and will appear at the top of your dashboard list. You can pin multiple dashboards, and they will all be grouped together at the top for quick access.