Personalize Your CRM Dashboard with Themes

You can change the look and feel of your CRM dashboard by applying a visual theme. This lets you match your brand or simply choose a style you prefer. This guide walks you through selecting a pre-made theme or building your own from scratch.

Step 1: Open Your Dashboard

First, navigate to the specific dashboard you wish to customize.

Step 2: Enter Edit Mode

Look for and click the pencil icon located in the top-right corner of the dashboard screen. This puts the dashboard into edit mode.

Step 3: Access the Themes Panel

Once in edit mode, a sidebar will appear. Within this sidebar, find and select the Themes tab to view all theme-related options.

Step 4: Choose or Create a Theme

You now have two main options:

• Select a Predefined Theme: Browse the list of available ready-made themes and click on one to preview and apply it.
• Create a Custom Theme: Manually adjust the visual settings for various dashboard elements. You can typically configure properties like the background color, text color, and the styling of widgets.

Step 5: Save Your Changes

After making your selection or finishing your custom design, click the Save button to apply the new theme to your dashboard.

Step 6: Theme Individual Widgets (Optional)

For more granular control, you can also apply themes to specific widgets on your dashboard. To do this, edit an individual widget and look for a theme section within its settings sidebar.