Pipeline CRM

    Sharing Dashboards

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

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    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!