You can customize your Dashboard by moving modules to where you want them. But before we do that, let's look at the default setup to see what information there is.
DEFAULT SETUP
The image below shows the default setup. Let's look at each section.
First section on the left-hand side
You see the account under which you signed in + our intro video.
Middle section on the left-hand side
Shortcuts to adding a new text, group, broadcast, campaign, person (also importing a person), call, or keyword/autoreply.
Bottom section on the left-hand side
Shortcuts to the main pages on this platform. Click on a name to go directly to that page.
Top row on the right-hand side
You see the number of available credits, as well as links to the Billing and Analytics pages (depending on your role).
You also see the time zone PastorsLine thinks you are in. If this is incorrect, hover over the info line. An Edit will appear. Click on it. You will be redirected to your My Profile page on which you can edit your local time zone.
Second section on the right-hand side
This area gives you information about your organization: the name, the integrations you are using, the total number of users, all your people (contacts), and the name of the account owner.
Third section on the right-hand side
Here you can see data about the number of your calls and texts (outgoing and incoming) during the current billing cycle.
In this case (image above), we did not make any calls or send any texts. If we did, our section would look something like this (image below) --- Note the graphs underneath. These show activity per day of the current billing cycle.
You can also see the number of unread messages waiting for you. In the image above, check out the words in red with the purple 'View All' option.
CUSTOMIZE YOUR DASHBOARD
Grab any dashboard module by its 6-dots (top, left-hand corner of the module) to drag it to another space.
You can also delete a module by clicking on the trash can (top, right-hand corner of the module).
Example
BEFORE
AFTER
In the image below, I have deleted the video and moved some sections around
More customization
Click on the Customize Widgets button (top, right-hand corner of the screen). A pop up box will appear. Add or remove widgets as desired.
