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Sharing Dashboards

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Maria Herrell
Updated 1 week ago
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

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

Want to learn more?

Check out Pipeline CRM’s Sharing & Collaboration Guide for more details!
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