Custom Dashboard

This article applies to:

Keap Pro and Infusionsoft: The Keap Experience include the ability to customize your dashboard so you can see the information that's relevant to your business and remove the rest. The customizations made to your dashboard will update the dashboard for all other users in your app so you can all stay on the same page.  

Edit dashboard widgets

  1. Open the overflow menu on any widget
  2. Click Edit widgets
  3. Toggle individual widgets on or off
  4. Click Save

Remove dashboard widgets

Remove widgets you don't use to reduce clutter. The only widget that cannot be removed is the Get organized widget.

  1. Open the overflow menu on a widget other
  2. Click Remove widget