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Customising your CRM dashboard

Get the data you need, right at your fingertips!

Written by Penelope Hill

Your GoodCRM dashboard can be customised with widgets, which display live data from across your CRM.

Adding your first widget to the dashboard

If you've not added any widgets to your dashboard yet, you can click 'Add your first widget' to select from the available widgets.

Choose from the available widgets and click 'Done'.

Editing your dashboard

To edit the widgets on your dashboard, click 'Customise Dashboard βš™οΈ'. Then, click 'Add widget' to add a new widget. Or, click the 'X' on the right hand side of a widget to remove it.

When you're happy with your masterpiece, click 'Done' to save your changes.

Your dashboard is unique to your CRM account, and isn't shared across your organisation. Your colleagues will need to configure their own dashboard.

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