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How to preview contact dashboards

Learn how to preview a contact’s dashboard from your account. 

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.

  • Select one of the following options:

    • 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. 

    • 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.