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How do I add a client quick link to the dashboard?

How do I add a client quick link to the dashboard?

Posted by Support Team on September 10, 2020 — Updated on June 13, 2024

Here’s how to add client quick links to the dashboard, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

Step 1: Filter the clients to include in the quick link.

 

Step 2: Select the clients and click on the “+ quick link” link.

 

Step 3: Name the quick link.

Click on the “Add Quick Link” button.

 

Step 4: Your quick link is now accessible from the dashboard.

 

Now you can add client quick links to your dashboard!

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