good afternoon, is there a way to standardize the customer dashboard across the organization
m
Mika Hakkinen
01/19/2021, 5:13 PM
You will have to create the same dash for every centre type, and then deployed to every role within the different centre types. Bit of a pain, but recreating dashboards shouldnt be too time consuming once you have the reports / saved searches / KPIs etc already built.
s
Synx
01/19/2021, 5:27 PM
thank you for this advice, I'm aware you can publish home dashboards across centers, is this the same process for entity dashboards - customer, prospects, leads, etc?
Synx
01/19/2021, 5:27 PM
I cant seem to find documentation on this
Synx
01/19/2021, 5:35 PM
just noticed the 'Apply to Tabs' contains customer dashboard as an option