Editing a Dashboard in Aesthetix CRM: A Step-by-Step Tutorial

Learn how to customize and update your dashboard in Aesthetix CRM with this comprehensive guide. Discover how to edit widgets, rearrange components, and adjust settings to better align your dashboard with your business needs. Perfect for users looking to keep their data visualization current and impactful.

1. First, access your dashboard to get started.

1 Click here.

2 Click on the element.

3. Access Edit Mode.

3 Once that's done, click here.

4. Modify Dashboard Name.

4 Next up, click here.

5. Add New Widgets.

5 Then, click on "Add Widget".

6. Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.

6 Click on "Save changes".

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Editing a Dashboard in Aesthetix CRM: A Step-by-Step Tutorial | Aesthetix CRM