Instaloops

Dashboard Overview

Custom Widgets Overview

Adding a Widget to the Dashboard

Removing a Widget

Rearrange widgets

Resize Widgets

Custom Widgets FAQ

How to Customize a Widget

Edit Widgets on the Dashboard

Setting Up Call Widgets on the Dashboard

Dashboard Opportunity Date Filter

How to Use Conversation Widgets on Your Dashboard

Task Widget

How to Add Appointment Widgets to the Dashboard

Lost Reason Filter for Opportunity Widgets

Filtering by Attribution in Contact Custom Widgets

How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets

Filtering Opportunity Widgets By Pipeline Stages

How to Duplicate a Widget

How to Create a Custom Metric

How to Add Elements To Your Dashboard

How to Add the Embed Element to Your Dashboard

How to Add Titles to Your Dashboard

How to Add Text Boxes to Your Dashboard

How to Add Images to Your Dashboard

How to Set Your Default Dashboard

Dashboard Permissions

Dashboard Permissions (Agency)

How to Create Multiple Dashboards

How to Configure Your Dashboard Theme

How to Use Quick Filters on the Dashboard

How to Add Widgets to Your Dashboard from Key Pages

Dashboard

Find answers and get help from Intercom Support and Community Experts

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