Managing Dashboard Tabs

To help organize your dashboards, SalesNOW does allow you to create additional dashboard tabs. To add a new dashboard tab, rename a dashboard tab, or to change the tab position, do the following:

1. Click manage tabs on the top right corner of the dashboard tabs

2. To add a new dashboard tab click new

1. Enter the name of the new dashboard tab in the Name field

2. Click save and close to save this dashboard tab and display the dashboard tabs or save and newto save this dashboard and start entering additional new dashboard tabs

3. To move a dashboard tab position, highlight the dashboard tab in the list and click either down or up

4. To delete a dashboard tab,

5. To edit the name of the dashboard, the scope of the information, or to delete the dashboard, click edit

1. To change the name of the dashboard, delete the text in the name field, enter the new dashboard name and then click save and close

2. To change the scope of the information, click the magnifying glass next to scope and select new scope of the information and then click save and close

3. To delete the dashboard, click delete

Note: The Scope options are based on your team security. See Setting Up Your Teams.

See Also:

Adding New Dashboards

Managing Dashboards