Getting started
Understanding your first dashboard
What the Company Sales Dashboard shows on a new workspace — the Instant Quote panel, the warnings about tariffs, pricing and channels, and the Incoming Quote Requests board — and what each one is telling you to do next.
How to reorder the columns in a grid
Drag a column header sideways to move it, so the columns you read first sit at the left of the grid instead of off the right-hand edge.
How to show or hide grid columns
Use the Column Picker above a grid to move columns between the Visible and Hidden lists, reorder the visible ones, apply the result, and put everything back with Restore Defaults.
Still stuck?
Send us the screen you are on and what you expected to happen, and a person will pick it up.
Contact support