The first thing you see when you log into your account is the Dashboard, this helps you have a quick overview of how everything is going, from checking if there are pending tasks, to how your contacts are moving inside the system. But, it can feel impersonal or confusing for your team, adding a few elements to your dashboard takes its organization, style, and clarity to another level.

Adding Elements to Your Dashboard #

To modify your Dashboard, enter the Edit mode by clicking on the pencil icon.

Then click Add widget, which will open a menu from where you can see the widgets and elements you can add.

For now, switch to the Elements tab. There, you can choose from Titles, Textboxes, or Images.

Once selected, configure the element to suit your needs. Save your changes once you’re done by clicking the Save button.

And that’s all there is to it. Now you have the bases covered for adding elements. If you want to learn more about each element and truly become an expert, please check our article library.

Frequently Asked Questions #

How do I add an element to my dashboard? #

Enter Edit mode by clicking the pencil icon, click Add Widget, switch to the Elements tab, choose your element, configure it, and click Save.

What elements can I choose from? #

In the Elements tab you can choose from Titles, Text Boxes, or Images to customize your dashboard.

How do I enter Edit mode on the dashboard? #

Click the pencil icon on the dashboard to enter Edit mode, which lets you modify and add elements.

Where do I find the Elements tab? #

After clicking Add Widget, a menu opens showing available widgets and elements. Switch to the Elements tab within that menu.

How do I save the elements I add? #

Once you have configured your element, click the Save button to apply your changes to the dashboard.

Where can I learn more about each element type? #

Check the article library for detailed guides on each element. The CORE CONNECT team can also help if you would like hands-on assistance.