If you would like the Dashboard to display at login, from the toolbar, click the down arrow to the right of the star and click to select Manage Favorite Screens. From the Manage Favorite Screens, click to select the Other tab, and click to add a checkmark next to Display my Dashboard upon login. The Dashboard may also be viewed by selecting Manage, and then My Dashboard from the main menu.
The Dashboard feature consolidates your daily activities and contacts into one, easy-to-use screen high-level overview. Dashboards are user specific.
At the top of the Dashboard, there is a Welcome Message.
Click the Take the Tour button to view a training video on Salsa CRM.
The My Dashboard screen is separated into two panels. The left side of the screen shows Add Widgets explorer.
The Dashboard view displays information according to the widget selected from the Add Widgets Explorer. Notice that the Add Widgets explorer changes based on the widgets added to the Dashboard view.
Add or Remove a Widget
- To add a widget to your dashboard, click the Click the + sign to the right of desired widget on the Add Widget explorer and the widget will be added to the dashboard view.
- If you want to remove the widget from the dashboard, click the (top right corner of the widget) to return the widget to the Add Widget list on the left side.