Rocket Matter Knowledge Base CRMCRM: How to modify dashboard categories.

CRM: How to modify dashboard categories.

CRM allows you to create and customize statuses categories that are used throughout the portal to keep track of your lead and case records.

1. Using the main navigation menu on the left-hand side of the screen, click on “Setup”.

2. Next, navigate to the “Global Settings and Statuses” page.

3. Scroll down and locate the “Dashboard Category” section  

Dashboard Categories are used primarily in reporting.

These categories cannot be deleted, but they can be renamed.

4. To change the name of a Dashboard Category, click the “Edit” option that appears to the left of the category name.

5. A small pop-up will appear that will allow you to rename this category.

6. Click the “Update” button to apply your changes after giving the category a new name.