Benefits of Embedding Custom Objects Before diving into the step-by-step process, let’s explore the primary benefits of utilizing this new feature: Step-by-Step Guide to Embedding Content Follow these simple steps to start embedding custom objects into your CRM dashboard: Access the Dashboard: Navigate to the Dashboard Tab from the left-hand menu and click on the ..
Category : Dashboard
Our embed widget object empowers you to seamlessly integrate a wide range of online content into your GHL dashboards using iframes. If a platform supports embedded content, you can effortlessly display it within your dashboards. This feature enables the inclusion of various elements like web pages, Google Data Studio reports Google Docs, slideshows, calendars, Loom ..
Maximizing Efficiency with New Dashboard Widgets for Contacts & Appointments In the ever-evolving landscape of small business operations, staying ahead with the latest tools and features is crucial for success. Our CRM is excited to introduce dynamic new dashboard widgets for contacts and appointments, designed to enhance your data management and scheduling processes. This guide ..
Understanding Date/Time Formats: Roles and Access Levels: Adjusting Dashboard Permissions: Edit Option Click “Edit” next to the user you want to adjust permissions for. Select “User Permissions” In “User Permissions,” make the necessary changes. Dashboard Permissions Dashboard Stats : Grants access to the entire Dashboard. This is view only for Account Admin and Account users. ..