Hyperlinks in Text Box Element on Dashboards

The Dashboard is the first thing all users see when logging in to their account. It holds an overview of everything inside the account and is a great place to add notes for your team, including links for your easy access and convenience!

⭐️Why Is This Feature Beneficial To Your Business?

• Increased Convenience: Simplify your team’s process by giving easy access to any links needed to complete their tasks directly from the CRM.

• Improved Efficiency: Ensure everyone has access to all needed tools without having to grant them individually and limiting the chances of missing users.

• Simplified Growth: This allows you to easily onboard new team members by adding videos, tutorials, or SOPs as needed directly to your Dashboard.

⭐️How To Add Hyperlinks in Text Box Element on Dashboards:

1. Head to the Dashboard section and click the pencil icon to edit.

   

2. Click +Add Widget and select a Text Box Element.

   

3. Click the Hyperlink icon to add the URL, text, and link behavior.

   

4. Save your changes by clicking the three Save buttons.

   

This allows you to customize your dashboard to the max, giving your team a more productive experience with easy access to all necessary information and centralized external connections.