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Cloning Dashboards in Your CRM

Learn how to duplicate your existing dashboard setups with ease using this comprehensive guide. Discover the step-by-step process for cloning dashboards in your CRM, allowing you to replicate layouts, widgets, and configurations effortlessly. This article provides clear instructions on how to clone dashboards, empowering you to replicate successful setups and maintain consistency across your CRM accounts. Whether you're sharing insights with team members or creating backups for future reference, mastering dashboard cloning ensures you leverage valuable data efficiently and drive success in your organization.

1. Begin by selecting the 'Dashboard' to open your workspace.

1 Click on "Dashboard".

2. Next, click on the icon with three dots to view more options.

2 After, click here.

3. Proceed by clicking on the 'Clone' option.

3 Next up, click on "Clone".

4. Subsequently, rename your newly cloned dashboard to your liking.

4 Afterwards, click on the element.

5. Lastly, finalize the process by clicking 'Clone' to confirm.

5 Click on the element.

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Cloning Dashboards in Your CRM | Aesthetix CRM