Streamline your workflow by learning how to pin dashboards as favorites in Aesthetix CRM. This step-by-step guide shows you how to easily mark your most important dashboards for quick access, helping you stay organized and efficient. Ideal for users who want to enhance their productivity by keeping essential data insights readily available.
1. First, access your dashboard to get started.
2. Access the Dashboard Navigation.
3. In the dashboard list, simply locate the desired dashboard, then toggle the pin icon next to its name to either pin or unpin the dashboard.
4. If you wish to unpin, click on the pin dashboard.