Adding a dashboard template

The account you use must have Information Manager rights.
  1. Click the My CRM | Dashboard tab.
  2. Click Template | Dashboard Templates | New.
  3. Set the type to Flexible (default) or Fixed layout. The type cannot be switched once the dashboard has been added.
  4. Add a name, description, and category to the template.
  5. Click Save.

The template dashboard is displayed in the list of templates. You can open the new template and add gadgets to it by clicking Modify Gadgets.