Agent Dashboard (VIDEO)

How to Customize Your Dashboard in Vacation Creations CRM

Your dashboard should work the way you do. In this video, agents will learn how to customize and personalize their dashboards inside the Vacation Creations CRM for a clearer, more efficient daily workflow.

This quick tutorial shows you how to:

* Access dashboards from multiple locations in the system

* View all available dashboard widgets

* Use Manage Widgets to choose which widgets appear

* Show only the data that matters most to you (like total sales, high-priority tasks, or recent commissions)

* Rearrange widgets by dragging and resizing them * Expand widgets to full screen for a closer look

* Save your layout so it stays consistent every time you log in

* Customize both your main dashboard and your task dashboard

By the end of this video, you’ll know how to tailor your dashboard to match your priorities -helping you stay focused, organized, and productive every time you log into Vacation Creations.

This video is part of our Vacation Creations CRM training series, designed to make the system simple, flexible, and intuitive for travel agents.