How do I pin a sequence to my dashboard?
When you pin a sequence to your dashboard, it is only applicable to your admin profile, allowing you to personalize your administrative dashboard to see what's most important to you!
Here are the steps to pin a form to your dashboard:
1. Go to your Sequences page
2. Find the sequence you would like to pin > click the the 3-dot menu on the right hand side
3. Click Pin sequence
Related Articles
How do I pin an opportunity to my dashboard?
When you pin an opportunity to your dashboard, it is only applicable to your admin profile, allowing you to personalize your administrative dashboard to see what's most important to you! Here are the steps to pin an opportunity to your dashboard: 1. ...
How do I pin a form to my dashboard?
When you pin a form to your dashboard, it is only applicable to your admin profile, allowing you to personalize your administrative dashboard to see what's most important to you! Here are the steps to pin a form to your dashboard: 1. Go to your Forms ...
How do I pin an opportunity to my dashboard?
Please be advised that you can only pin an opportunity on the web, as it is not yet available on the mobile app. To pin an opportunity to your dashboard, follow these steps: 1. Go to your Opportunities page using the left navigation 2. Find the ...
What are pinned opportunities on my dashboard?
Pinned opportunities are used to gain quick oversight regarding the opportunities that are relevant to an individual admin profile. Each admin can pin their own opportunities. It is recommended for an admin to pin opportunities to their dashboard for ...
What do the shifts represent on my dashboard?
The shifts displayed on your dashboard are only from your pinned opportunities. Not sure what we mean by pinned opportunities? Click here.