How do I customise my CRM dashboard?

You will have set up the CRM dashboard with the numbers and shortcuts you use.

Before you start

You need the CRM dashboard permission. Each card needs the matching read permission, for example leads or tasks.

Steps

1. Open CRM → Dashboard.
2. Next to KPI cards, press + and choose a card to add, such as total leads, customers, contacts, open tasks, or bookings if that module is installed.
3. To remove a card, press the × on it.
4. Under Quick access, press + to add a shortcut to a CRM or booking page, and remove ones you do not use.

What you will see

Your choices are saved for you; other people's dashboards are unchanged.

If something goes wrong

• A card you lack permission for is not offered.
• The lead pipeline and the recent-activity panels below are fixed.
• "Today's tasks" is not limited to today: it shows your 8 most recent tasks, including done ones.
• Leads, customers and contacts show the total and how many are new in the last 30 days.