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  • List button will hide/show the titles of the left-hand navigation bar

  • CheckoutChamp button will redirect you to app.checkoutchamp.com

  • The square shaped button will put the CRM on full screen

  • The sun/moon shaped button will switch between light and dark mode

  • The magnifying glass button provides quick links to search for customers, fulfillments, or products.

  • Click on your username to find links to; account settings, subscription info, help desk, ticketing system, and log out.

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The Dashboard also provides quick links to edit your campaigns, gateways, users, and a few other plugins.

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Using

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the Dashboard

Use the Quick Range dates or the date selector to determine which days the Dashboard will show statistics for. You may also filter the Dashboard to a specific campaign.

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Scroll down to view the widgets added to your dashboard.

Customizing the Dashboard

Clicking the Edit button will allow you to add, remove, and reorganize your dashboard.

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