You can preview contact dashboards to review the layout, modules, and information on a dashboard for a particular property, just as it appears to your contact.
To preview a contact's dashboard:
- Go to the Contacts module.
- Click the 3-dot icon next to a contact's property.
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Select one of the following options:
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Preview Dashboard: You can preview the dashboard modules in a small window within Fello. Useful if you just want to quickly review the information on the dashboard.
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Copy Dashboard URL: You can copy a dashboard's URL and visit it in another tab. Use this option if you want to preview the dashboard exactly like your contact would, or want to share the link to a contact's dashboard in case they can't find it in a marketing email that was sent to them.
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