Create and Apply a Widget Template - for Brokerage Manager use only
For users with the Brokerage Manager role, you can create a Dashboard Widget Design and apply it to your whole Brokerage, Office, or select Accounts. Creating the widget template for your users allows you to direct the user's attention to the topics you feel are most important. A streamlined set of widgets on each dashboard encourages the user to monitor events, tasks, production, or other milestones that may equate to time savings, increased productivity, and reduced stress.
From the Dashboard, go to Actions > Create Widget Template
Name the Widget and Select the Owner (Brokerage or Office)
After making your choice, click Save Save
When you see the dashed lines around the Widgets, you can Add Widgets (Actions > Add Widget), resize them, and re-arrange them.
Once satisfied with the Template, click Done
Save the Widget Template by clicking Yes
Next, you will apply the Widge Template to the Accounts.
Go to Setup > Accounts
If the Widget Template is to be applied to ALL Accounts:
Go to the Lower Actions button > Bulk Apply Widget Template
Click Yes
Yes
If the Widget Template is to be applied to SELECT Accounts:
Go to Setup > Accounts
Click on the Account Name
From the Actions dropdown > select Apply Widgets
Use the Dropdown to select the Widget to apply
Check to Lock Widgets (if you want to prevent widgets from being added, resized, or removed)
Click Submit
Submit
