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

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!