How to Change Your Dashboard to Momentum?

  1. Starting Point

    • Begin in the Legacy dashboard.

  2. Accessing the Change

    • Click on the paperclip icon to access the option to switch to Momentum.

  3. Selecting the Dashboard

    • Ensure you are in the Other or Renewals section (not Grids) before proceeding.

  4. Configuring Preferences

    • Click on the Configurator.

    • Select Preferences.

    • Change from Legacy to Momentum.

    • Save Changes to keep the dashboard in Momentum going forward.

  5. Final Steps

    • Once saved, your dashboard will now be in Momentum.