Configure your dashboard

Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)

From Upnify you can quickly update yourself with progress on goals, activities and new events in your account.

Your dashboard comes configured with a set of default cards depending on your level of permissions in the system.

Click on the +Add button to choose a new card from the list we have available for you and add it to your Dashboard.

If you want to remove a card from your board, click on its menu and click on Delete.

In addition to activity summaries and reports, you will have sales quotes that will help motivate you or increase your sales knowledge.