Adding a New Dashboard Using a Template in Pest AI CRM

1. On the dashboard click here to open a drop down menu.

2. Afterwards, click on "Add Dashboard".

3. Let's select the From Template Library for this example

4. Filter the dashboard templates by library.

5. Filter templates by category

6. Filter templates by tags

7. Click here to hide/unhide the filter options

8. Search a dashboard template here.

9. Sort by popularity or by most recent.

10. Dashboard templates are shown here.

11. Let's use the "Lead Attribution and Overview Dashboard" for this example.

12. Dashboard information is shown here.

13. Click here to make this template as favorite.

14. Click on "Continue".

15. The newly created dashboard is shown here.

16. You can edit the widgets of the dashoard by clicking here.

This workflow was created with Supademo.