Help Center

Rearranging Dashboard Widgets

You can customize the layout of your CRM dashboard by rearranging the widgets. This process involves entering an edit mode, moving the widgets, and then saving your changes.

Step 1: Enter Edit Mode

Navigate to your main dashboard view. Locate and click the button labeled EDIT to activate the editing interface.

Step 2: Drag and Drop Widgets

Once in Edit Mode, click and hold on any widget. While holding, drag the widget to a new location on the dashboard grid. Release the mouse button to drop the widget into its new position. You can repeat this for any widget you wish to move.

Step 3: Save Your New Layout

After you have arranged the widgets to your satisfaction, finalize the changes. Your new layout will be saved automatically. If you decide you do not want to keep the changes, click the Cancel button to revert the dashboard to its previous arrangement.

Note: The ability to customize the dashboard is a feature available on the $497 plan and higher. Users on the $97 or $297 plans will need to upgrade their subscription to access this functionality.

Frequently Asked Questions

Will my widget rearrangement affect other users?

Generally, the changes you make to your dashboard layout are personal and only affect your own view. However, administrators may have additional permissions to set a default layout that applies to all users.

What happens if I move a widget to the wrong spot?

You can easily correct any mistakes. While you are still in Edit Mode, simply click and drag the widget again to its correct position. Your changes are not permanent until you exit the mode or save, giving you full flexibility to adjust the layout as needed.