Discover the steps to create and customize a new dashboard in Pest AI CRM, allowing you to tailor your workspace with widgets and tools that match your specific workflow needs.
1. On the dashboard click here to open a drop down menu.
2. Afterwards, click on "Add Dashboard".
3. Select dashboard source
4. For this example let's use the create a blank dashboard.
5. Enter the dashboard name
6. Toggle here to make the new dashboard be private or public.
7. Now, click on "Confirm".
8. You can select a preset of dashboard widget setup here.
