Let's Get Familiar with the Dashboard

WELCOME TO THE DASHBOARD WALK-THROUGH!

We’re going to take a basic look at how your Dashboard is set up and what it offers. For an interactive tutorial on how to use your Dashboard, select the “Walk Me Through” button on your Dashboard home page as shown below.

The first module on the left-hand side is the CRM Menu where you will be able to manage your customers and their information. If you look at the image below, you can see the different options available under the CRM menu.

As you can see, you will be able to manage multiple features, such as creating a robust contact list, managing groups, creating tasks and following deals from beginning to completion…all in one place!

The Content Menu tab allows you to update sliders, galleries, testimonials, and even edit custom code!
This is a tool with multiple options available to you to help update and edit your website. You can create “Web Forms,” add “Events” and “Blog Posts.”

You can upload any image or file and store it here in the File Manager.

Settings lets you manage your website’s Global Settings. If you look to the left you will see that you are able to update and track the users and their roles on the website; you can update your profile and manage your integrations.

When you click on your name in the upper right-hand corner, a dropdown will allow you to manage your profile, invoices, and domains.
The Log Out button is in the upper right-hand corner of the screen as well.

In the upper left-hand corner, there are two buttons. One is “View Website” and the other is “Edit Website.” To view the site is to see it as it appears currently, while being built or completed. To edit, brings you to the place where you can make changes to the website.

If you have any questions or concerns we can help with, please, send them to [email protected] or https://support.digipaas.com/support/home We are happy to make this process as easy as possible.