CRM Basics: How to add widgets to your EDGE Homepage

Modified on Tue, 18 Jun, 2024 at 4:41 PM

CRM Basics: How to add widgets to your EDGE Homepage

Elevate your user experience and productivity with this widget addition guide for EDGE.

1. Go to Configurations > "Home Page"

Navigate to the Home Page section.

Go to Configurations > 'Home Page'

2. Review available widgets

Review available widgets

3. Once you've made your selections, click Save

Save the changes made.

Once you've made your selections, click Save

4. Reorder widget appearance using this section

Access the Quick Links section.

Reorder widget appearance using this section

5. Navigate back to your homepage to view selection appearance

Click here

Navigate back to your homepage to view selection appearance

6. Use scroll to view widgets selected on Homepage

Navigate to the designated section.

Use scroll to view widgets selected on Homepage

This guide walked you through the process of adding widgets to your EDGE Homepage on Edgeondemand. From navigation to data input and saving changes, you learned how to customize your homepage effectively. Maximize your workspace and productivity by following these simple steps.

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