Customizing Layouts
View data about your customers in a customizable, modular dashboard
- Filter your home layouts
- Create and manage layouts
- Manage customer hub layouts
- Add an aggregates module
- Add a segments module
- Add a trends module
- Add an embedded module
- Add a historical trends module
- Add an activities module
- Add a fields module
- Add an engagement module
- Use case: Prioritize your work with success plans
- View the Parent Rollup layout