How do I customize my dashboard?
Add, remove, and rearrange widgets so the dashboard shows what matters to you.
Open the dashboard and click "Customize" in the top-right of the header to enter edit mode. Drag any widget to a new spot, click the small X on a widget to remove it, and click "Add Widgets" to open the library and pick from the available widgets (Daily Briefing, Tasks, Recent Activity, Pipeline summary, and more). Click "Done editing" when you're happy with the layout to save.
Each workspace member has their own dashboard layout, so changes you make here don't affect your teammates. You can return to the default layout at any time from the "Customize" menu.
Was this article helpful?
Still need help?
Submit a ticket and a human will get back to you.
More in Getting started
How do I invite my team?
Send invites and assign roles from Settings → Team.
What should I do in my first week?
A five-step path from sign-up to your first closed deal.
How do I set up text messaging for my workspace?
Get a dedicated workspace number so you and your team can text contacts from inside Coastline.
How do I create my first automation?
Build a workflow that runs automatically when something happens in your CRM.