Editing Sales CRM Dashboard (section)

== Step-by-Step Instructions ==

1. **Access the Dashboard**: As mentioned, log in to your ActiveCampaign account to view the dashboard. 

2. **Examine Widgets**: The dashboard consists of various widgets that summarize key metrics. Familiarize yourself with each widget for effective navigation.

3. **Create New Items**: In the upper right corner, click the '''Create''' button to add a contact or a deal. This action opens a prompt where you can enter the required information.

4. **Interact with Widgets**:
   - Click any widget to access more detailed reports or features:
     - The '''Contact Trend Widget''' will take you to the Contact Trends report upon clicking.
     - The '''Automations Widget''' allows you to create new Automations as well as view their statuses.

5. **Personalize Your Dashboard**: 
   - Organize your widgets by clicking and dragging them to your preferred locations.
   - To add new widgets, click on the gray tab at the bottom center of your screen. Select any widget from the displayed options to add it to your dashboard.
   - If you wish to remove a widget, hover over it until the '''X''' button appears at the top right corner, and click it.