CREATING A NEW DASHBOARD

You can create a new dashboard within Listrak CRM by following the below steps.

1. Navigate to a dashboard.
2. Then, navigate to a tile.
3. Click the three dots in the upper right-hand corner of the tile.
4. Click Explore From Here.

5. Click the settings icon.
6. Then Save to a Dashboard.

7. Before creating a new dashboard, be sure to select the appropriate space (personal, group, or shared) on the left-hand side for the dashboard to be saved in.
8. Click New Dashboard in the lower left-hand corner of the popup.
9. Enter a Name.
10. Click OK.

You have just created a dashboard! If you'd like to continue adding the tile that you initially clicked into, click Save to Dashboard

If you'd like to just navigate to your new dashboard, click the x on the popup, then:

1. Navigate to the Grid icon.
2. Then, navigate to the space that you saved the dashboard in.
3. Select the dashboard.

DELETING A DASHBOARD

1. Navigate to the desired dashboard.
2. Click Edit.

3. Click the Settings Icon.
4. Then Delete.

5. Confirm this is the dashboard you wish to delete.
6. Click OK.

You've just deleted a dashboard!

Click the video below to learn more about getting started with Listrak CRM:

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