This guide shows you how to share dashboards in Infynex CRM. It takes a few minutes, and you can change everything later.
Before you start
You need admin or reports & forecasts permissions in Infynex CRM. Ask your account owner if you cannot see the options below.
- 1
Open Reports & forecasts
In Infynex CRM, open Reports & forecasts from the left menu. Everything related to reports & forecasts lives here.
- 2
Follow the guided setup
Choose "Share dashboards" and follow the on-screen steps. Infynex fills in sensible defaults, so you only change what you need.
- 3
Save and check
Click Save. Changes apply straight away, and every change is recorded in the activity log so you can see who did what.
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