Removing a Widget from Your Dashboard

You can remove any widget from your CRM dashboard by entering edit mode and deleting the specific widget. This guide will walk you through the process.

Step 1: Switch to Edit Mode

On your main dashboard view, locate and click the EDIT button. This will enable editing tools for all the widgets on your dashboard.

Step 2: Delete the Widget

Find the widget you want to remove. In the upper-right corner of that widget, you will see an ellipsis menu (three dots). Click this menu to open a dropdown list of options. From this list, select DELETE to remove the widget from your dashboard layout.

Step 3: Save Your Changes

After deleting the widget, you must save the changes to your dashboard. Click the Save Changes button located at the top-right corner of the page to confirm the removal and update your dashboard.

Important Note on Availability

The ability to customize your dashboard with widgets is a feature available exclusively on the $497 per month subscription 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 are accessible to users with Agency Admin and Agency user permissions.