This guide outlines the streamlined process for renaming a dashboard within the Dazos's CRM platform. By following these clear and concise steps, users can effectively personalize their workspace, enhancing navigation and overall data management efficiency. This function is essential for maintaining an organized and intuitive CRM environment tailored to individual or team needs.
1. Access Your Dazo's CRM Account: Begin by navigating to your designated Dazo's CRM log-in page. Securely enter your credentials to access your personalized dashboard environment.
2. Initiate Edit Mode: Once logged in, locate the prominent green box positioned on the left side of your screen. Within this box, you will find a distinct pencil icon (often signifying "Edit" or "Modify"). Click this icon to activate the dashboard editing functions.
3. Select the Rename Option: Upon entering edit mode, a series of options will become available. Identify and click on the "Rename Dashboard" option to proceed with modifying the dashboard's title.
4. Enter New Dashboard Name: A dedicated text field will appear, prompting you to input the new name for your dashboard. Click within this field and carefully type your desired name.
5. Save Your Changes: After meticulously entering the new dashboard name, it is crucial to finalize your modifications. Locate and click the "Save" button to apply your changes and successfully rename your dashboard.