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Client Engage Now Dashboard Overview Guide

Brief overview of the Client Engage Dashboard feature

1

Navigate and login to https://app.clientengagenow.com

2

Click on "Dashboard" on the left menu bar.

Click on "Dashboard" on the left menu bar.
3

Here you can have an overview of custom widgets on your dashboard including statistics and tasks to do.

Here you can have an overview of custom widgets on your dashboard including statistics and tasks to do.
4

Click this icon

Click this icon
5

Click on the Blue Dashboard Button to add new dashboards and switch between pre-existing dashboards.

Click on the Blue Dashboard Button to add new dashboards and switch between pre-existing dashboards.
6

Done 🚀

Done 🚀