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Navigating your Gem home page

Audience
External
Displayed Description

Page Type
Article

Overview

By default, your Gem home page features four sections: Scorecards to be completed, Outreach stats overview, Recent Getting started with Gem Sequences: Overview and dashboard, and Recent Getting started with Gem Projects: Overview and dashboard. There are, however, seven modules available for display:

  • 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: Overview and creation, you can pin a dashboard to your homepage for quick access

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

image

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
image

➡️ Next, you’ll Gem ATS: Overview!

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
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