With Customizable Homepages, you can personalize your CRM layout by adding and resizing widgets like calendar events and activities, and choosing from templates like Classic, Hybrid, or Dashboard. Admins can manage these customizations and assign them to specific roles or teams. Available on Premier and Enterprise plans, this feature offers more flexibility and organization for your CRM.

How to Customize the Homepage:

1. 1. Navigate to Homepage Layout Settings
      To begin customizing your homepage, click the three dots in the top-right corner of your Wealthbox dashboard. Select Settings, then navigate to Customizations, and click on Homepage Layout. This will take you to the customization interface where you can begin making adjustments.

   2. Choose a Layout and Customize
      On the Homepage Layout page, select from one of three layout templates: Classic, Hybrid, or Dashboard.

      • The Classic template mirrors the original Wealthbox layout.
      • The Hybrid template combines widgets and features from both the Classic and Dashboard options.
      • The Dashboard template prioritizes visual data with charts and graphs.

   Once a layout is selected, you can rearrange widgets by dragging and dropping them into your preferred order. To resize widgets, simply drag the bottom-right corner of the widget to make it larger or smaller.

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   3. Add Additional Widgets
      In the bottom-left corner of the customization page, you’ll find the Add Widget button. Click this to browse and add any additional widgets you’d like to include, such as calendar events, recent notes, task lists, or graphs. Adding these widgets ensures your homepage reflects the information most relevant to you.

   4. Publish Your Changes
      When your customization is complete, click the Publish button to save your changes and apply the updates. This will make the new layout visible to all workspace users, ensuring everyone can take advantage of the improved design.

   5. Optional: Display Activity Page
      If you decide to remove the original Activity Stream widgets, Wealthbox will create a separate Activity Page. This page replicates the classic Wealthbox look and allows you to keep using the original format for activity tracking while still enjoying the benefits of a customized homepage.

   6. Notify Workspace Users
      Before publishing your updated homepage, consider adding a note to inform other users in your workspace about the changes. This note can serve as a quick update or instruction for the team to familiarize them with the new layout and features.

Watch our How-To video to learn more and get tips on optimizing your new homepage layout!