Adding a Shared Organizational View to your own System

If a team member has created an organizational view, you can add it to your own dashboard:

1. Navigate to the Customer Engagement section.
2. Select either the Contacts or Companies tab, depending on where the view was created.
3. Click the “+” button next to the views section.
4. Select Teammates’ View from the options.
5. Click Add next to the view you want to include.
6. The shared view will now be accessible in your dashboard for easy access.

Additional Tips

For more insights and best practices, check out our blog where we share success stories and expert outreach strategies.

Need Help?

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