Multiple dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Dec 2024 14:43:05 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Multiple dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Multiple Dashboard Feature https://www.insuredmine.com/knowledge-base/multiple-dashboard-feature/ Thu, 02 Sep 2021 20:13:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16735 You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard. /*! elementor – v3.23.0 – 10-07-2024 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click on the drop-down to select the desired dashboard category. Once you select the dashboard category, click on widget […]

The post Multiple Dashboard Feature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard.

  • Click on the drop-down to select the desired dashboard category.

  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

AMS Dashboard

  • Widgets available under AMS Dashboard:

Pipeline Dashboard

Activity Dashboard

  • Widgets available under Activity Dashboard:

Marketing Dashboard

  • Widgets available under Marketing Dashboard.
  • You can separate your widgets by Dashboard based on four different categories-AMS, Pipeline, Activity and Marketing and can also set a default dashboard.
  •  Click on the drop-down to select the desired dashboard category.
  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

The post Multiple Dashboard Feature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>