Elements

Upon logging into your account, the first thing you'll encounter is the Dashboard—a central hub providing a snapshot of your account's activity. This overview includes everything from pending tasks to the movement of your contacts within the system. However, the default layout might feel a bit generic or unclear to your team. By incorporating specific elements, you can enhance the dashboard's organization, aesthetic appeal, and overall usability. To begin customizing your Dashboard, start by entering Edit mode. You can do this by selecting the pencil icon. Next, click on the "Add Widget" button. This action will bring up a menu displaying various widgets and elements available for adding. At this point, switch over to the "Elements" tab. Here, you have the option to add Titles, Textboxes, or Images. After choosing the element you wish to add, configure it according to your requirements. Once you're satisfied with the setup, click the "Save" button to apply your changes. That’s it! You’ve successfully learned the basics of adding elements to your dashboard. If you’re interested in mastering each type of element and optimizing your dashboard further, be sure to explore our comprehensive article library.

When you first log into your account, you're greeted by the Dashboard. While it's primarily designed to offer a quick snapshot of your system's performance, it can sometimes come across as a bit plain or uninspiring. But don’t worry—you can inject some personality and visual interest by adding images to your dashboard. Incorporating images can enhance your dashboard's appeal, whether you're aiming to strengthen your brand presence, hide fun surprises for your team, or simply provide visual cues. Let’s walk through the steps to make your dashboard uniquely yours. Step 1: Enter Edit Mode Start by clicking the Pencil Icon located in the top right corner of your dashboard. This action will enable the editing mode, allowing you to rearrange and customize your dashboard elements.  Step 2: Add an Image Widget Next, click on the "Add Widget" button, which will bring up a menu on the left side of your screen containing various widgets and elements. Navigate to the "Elements" tab and choose the "Image" option from the list.  Step 3: Assign a Title (Optional) You'll begin by assigning a title to your image, which will help identify it on the dashboard. If you prefer not to display the title, you can easily hide it by going into the advanced settings and checking the appropriate box.  Step 4: Upload or Select an Image To upload an image, click on the lined box. This will open a minimized version of your media library where you can either select an existing image or upload a new one. Once you’ve found the perfect image, simply double-click it to add it to your dashboard.   Step 5: Adjust Image Fit Customize how the image is displayed within its frame by selecting an option from the "Image Fit" drop-down menu. This setting determines how the image will be sized and positioned within the widget.  Step 6: Finalize Your Changes Once you’re satisfied with the image and its placement, click "Save" to embed the image onto your dashboard.  Additional Customizations You can further refine your dashboard by repositioning the title or resizing the image widget. To do this, simply drag the title to a new location or adjust the size by manipulating the widget’s corners.  Once everything looks just right, click "Save Changes" to lock in your adjustments. And there you have it—your dashboard now features customized images! For more tips on personalizing your dashboard, explore the additional articles in this section.

The Dashboard is the first thing users see upon logging into their account, providing a comprehensive overview of all activities within the system. It’s an ideal space to display notes or reminders for your team, such as motivational quotes or important goals. These messages can be added through a Text Box element on the Dashboard. To get started, switch to editing mode by clicking on the pencil icon.  Next, select Add Widget to open the left-side menu where various widgets and elements are available. Navigate to the Elements tab and choose the Text Box element.  This action will generate a text box where you can input your desired content. The text box comes with a variety of formatting options, accessible at the top of the box. You can align the text, change the color, and create bulleted or numbered lists, among other formatting options.  Once you are satisfied with the content and formatting, click Save to add the Text Box to your Dashboard.   You can also reposition the Text Box by dragging it to a new location or resize it by adjusting the right corner.  After finalizing the placement and appearance, click Save Changes to confirm your modifications. That’s it! You've successfully added a Text Box to your Dashboard. For more ways to customize your dashboard, explore the other articles in this section.

Your Dashboard is the central hub for all your business insights within the system. It displays a wide range of metrics, from the progress of contacts in opportunities to the performance of your advertising campaigns. While all this data is essential, it can sometimes make your dashboard feel crowded or difficult to navigate. This is where the Title element becomes incredibly useful. With it, you can label different sections of your dashboard, include important notes for your team, or enhance your system's branding. To get started, enter the editing mode by clicking on the pencil icon.  Next, click on "Add Widget" to open the menu on the left-hand side, where you'll find various widgets and elements. Navigate to the "Elements" tab and select the "Title" option.  For your dashboard title, you have the choice of displaying the current date, the dashboard name, or a custom text. If you opt for custom text, simply type your desired title in the text box. You can also customize the text's color, background, and alignment in this section. When you're satisfied with your title, click "Save" to add it to your dashboard.  You can easily reposition the title by dragging it to your preferred spot or adjust its size by dragging the corner of the title box. Once you’ve finalized the title’s position and appearance, click "Save Changes." You’ve now successfully added a title to your dashboard! If you want to explore more customization options, be sure to check out the other articles in this section.