Navigating your Gem home page

Overview

The Gem home page includes by default:

• Outreach Stats
• Recent Sequences
• Recent Projects
• Folders
• Scorecards to be Completed
• Jobs
• Dashboard

To keep what matters most easy-to-access, you can customize this layout:

• Rearrange the order of these sections to suit your priorities
• Select which modules to display or hide
• If your team uses dashboards, you can pin a dashboard to your homepage for quick access

Here’s an example of a Gem home page with a dashboard displayed:

How to customize your home page

1. Sign in to your Gem account and navigate to your home page
2. Click the “Configure” button in the top-right corner of the page
3. In the “Configure my home” pop-up, choose which sections you’d like to display, and rearrange them by dragging-and-dropping
4. If your team uses dashboards, select the dashboard you’d like to pin
5. Click “Save” in the pop-up to apply your changes

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

• Overview
• How to customize your home page