Step 3: Create your first Marketing Dashboard project (transcription)

  1. From the home screen of your account, select a client.

  2. Click on New Project.

  3. Decide how you would like to start by choosing to start from scratch or from a template.

  4. If you choose to start from scratch, you will need to choose "Dashboard" as your project type.

  5. Name your Dashboard and click on Create Project.

  6. If you choose to start from a template, find the template you would like to use and click on Use Template.

Did this answer your question?