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


Contact list widget

Create a contact list widget to keep an eye on the size of your lists and dig in straight from your dashboard.

  1. Open the overflow menu on any widget
  2. Click Edit widgets
  3. Click Add
  4. Click Contact lists
  5. Enter a name for your widget and select the list(s) to include in the widget
  6. Click Save
  7. Click any list name on your new widget to view the contact list


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