Mergeflo Basics

Work and Collaboration

Dashboard Management

Template Management

Dashboard Versions and Widgets

Helpful Shortcuts

Introduction to Dashboard Widgets: 0:40
IMO Dashboard, Workstream Dashboard and Executive Dashboard: 1:08
How to add, remove and adjust widget placement: 5:42
Permission levels (Dashboard management and viewing permissions)

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More articles to refer to

Mergeflo Help Tutorials

Dashboard Widget Customizations and Configurations

Creating a new dealspace

Task and Section Functionality

Dashboard Versions and Widgets

Inviting people to your workspace

Dashboard management and viewing permissions