Adding a New Dashboard in Pest AI CRM | Pest AI

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Adding a New Dashboard in Pest AI CRM

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. Start by choosing the 'Dashboard' from the menu.

1 Click on "Dashboard".

2. Click on the highlighted navigation button.

2 Click on the element.

3. Continue by selecting 'Add Dashboard'.

3 Click on "Add Dashboard".

4. Create and input a name for your new dashboard.

4 Now, click on the element.

5. Adjust your dashboard preferences.

5 Click on "Private Dashboard".

6. Confirm and save your settings by clicking 'Confirm'.

6 Click here.

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