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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. 

      You can also use the Print button to print the preview or save it as a PDF. 

    • 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 or resend the link to a contact's dashboard in case they can't find it in a marketing email that was sent to them, and ask you to resend their home value report.