How to customize Contact Dashboards

00:02: Fellow fellow.

00:05: in this video you will learn how to set up and personalize your contact dashboard start by going to the marketing tab, which is marked with a megaphone icon

00:16: when the marketing tab opens, click on contact dashboard,

00:22: Once the contact dashboard page opens, click on the edit button marked with a pencil icon.

00:29: This opens the modules page, you can edit any of the modules, you'll see here. For this example, we will use a selling option to edit

00:39: You can enable or disable individual settings within the modules, by toggling them on or off.

00:47: You'll see your selections in the module on the right hand side under selling options.

00:54: You can edit the title and the subheading by yourself, or you can use our right with AI to have us, do it for you.

01:05: Scroll down some more to select between AVM range or AVM value to be displayed.

01:13: You can also decide if you would like an AVM price adjustment.

01:19: Once you finish your edits, click save to continue.

01:24: if you would like to add more modules, click on the plus icon, located on the left hand side,

01:32: When the add modules window opens, click on vendor module.

01:37: Now, click continue.

01:41: In the new module, add all the relevant details here.

01:46: Click on, ADD vendor details to edit.

01:50: Select between two vendor types company or individual.

01:57: Now, click save to continue.

02:00: You can filter who sees this module, by clicking on the filter icon to the right of the module name.

02:08: Now, click save to continue.

02:11: Click the back arrow to navigate, back to the modules.

02:17: to enable the module, toggle the module button on,

02:23: Confirm, if you like this module, displayed by clicking on the display button.

02:28: And that's it, you've successfully added a new module to your default dashboard.

02:37: Fellow fellow fellow.