Custom Dashboard


This article applies to:

Keap includes the ability to customize your dashboard so you can see the information that's relevant to your business and remove the rest. Each user in Keap can customize their own dashboard to get exactly the information they need.

Edit dashboard widgets

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


Contact list widget

Pro and Max users can 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 Manage 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 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 any widget
  2. Click Remove widget