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Setting up a New Classic Dashboard

You can create a new dashboard with all the content you need for your day-to-day work.

To create a new dashboard:

  1. Select My CRM | Dashboard.
  2. Enter a name for the new dashboard. If a dashboard with the same name already exists, a warning prompt is displayed, however you can still add a new dashboard with the same name as an existing dashboard.
  3. Select the Set As Defaultcheck box to make this the default dashboard. The Set As Mobile Dashboard check box makes the dashboard available on mobile devices.
  1. Click on the Continue button. The Dashboard Content page is displayed.
    The Dashboard Content page is divided into the Available Content panel and the Selected Content panel.
  1. Select and add the content to the Selected Content panel.
  2. Click on the Save button. The new dashboard is displayed.

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See Also:

Changing Content Directly from the Classic Dashboard Page

Editing Classic Dashboard Details

Modifying Classic Dashboard Content

Adding Saved Searches to a Classic Dashboard

Adding Favorite Reports to a Classic Dashboard

Adding Report Charts to a Classic Dashboard