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Creating a dashboard

To create a dashboard, follow the steps below:

  1. Log in to Access CRM.

  2. Click the CRM Icon in the top left corner.

  3. Select the Action Menu next to the Create Button.

  4. Click Create Dashboard.

  5. Enter a Dashboard Title.

  6. Click Save.

For more information on how to configure your new dashboard, please refer to the below knowledge articles:


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