Selecting a dashboard

1. Click the My CRM | Dashboard tab and click the dashboard drop-down arrow. A list of dashboards is displayed.
2. Select the dashboard you want to display.

Once the dashboard is displayed:

• If the dashboard selected has been created by someone else who has given you access to it, the Status bar displays the message: "Dashboard Template – you must be an Info Manager or Administrator to edit and save".
• If you still want to modify the dashboard, click Create a copy. You can modify the copy as much as you need.