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!