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Duplicating Dashboards in Your CRM

Learn how to effortlessly duplicate dashboards from one account to another in your CRM with this comprehensive guide. Discover the step-by-step process for transferring dashboard layouts, widgets, and configurations to streamline your workflow across multiple accounts. This article provides clear instructions on how to replicate dashboards, empowering you to replicate successful setups and maintain consistency across your CRM accounts. Whether you're sharing insights with team members or managing multiple projects, mastering dashboard duplication ensures you leverage valuable data efficiently and drive success across your organization.

1. Select the Dashboard from the menu.

1 To commence, click here.

2. In the dashboard, locate and select the three-dot menu icon.

2 After, click on the element.

3. Pick the 'Duplicate to another account' option from dropdown.

3 Then, click on "Duplicate to another account".

4. Feel free to modify the name of the dashboard.

4 After, click on the element.

5. Pick the relevant account from the dropdown menu.

5 Click here.

6. Finally, click on 'Duplicate' to implement changes.

6 Click on "Cancel".

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Duplicating Dashboards in Your CRM | Aesthetix CRM