Sharing dashboards helps your team stay aligned on 📋 lists, ✅ tasks, 📈 reports, and 🎯 goals—ensuring everyone is on the same page for effective sales efforts!

How to Share a Dashboard

1. Create & Name Your Dashboard
   • First, design your custom dashboard and give it a unique name. 🏷️
2. Find the Share Button 
   • Once saved, look for the 🔗 Share button in the top-right corner of your dashboard.
3. Share with Your Team
   • Click 🔗 Share to choose who can access your dashboard
     • Specific Individuals 👤
     • Teams 👥
     • Everyone in Your Organization 🌍

Next: Dashboard Options