Create and Apply a Widget Template - for Brokerage Manager use only
If you have the Brokerage Manager role, you can create a custom Dashboard Widget Design and apply it to your entire Brokerage, specific Offices, or individual Accounts. Unlike Brokerage Widgets, which are created one at a time and pushed out to all accounts, Dashboard Widget Designs allow for more flexibility by letting you tailor widgets for different groups. This helps you highlight key topics and direct attention to where it matters most.
From the Dashboard, click Edit Widgets.
Click Create Widget Template.
Name the Widget and Select the Owner (Brokerage or Office)
After making your choice, click Save. Save
Click +Add to begin creating and placing the Widgets
Select the Widget Type, Color and Time Frame. Then Click Add.
You can add additional Widgets and Re-Arrange them.
Once satisfied with the Template, click Done
Save the Widget Template by clicking Yes
Click Done again.
Next, you will apply the Widget Template to the Accounts.
Go to Setup > Accounts
If the Widget Template is to be applied to ALL Accounts of a search result:
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 any widgets from being added, resized, or removed)
Click Submit
Submit
