Send a Copy of the Visualizer using the Sales Dashboard

Overview

In the Sales Dashboard, you have the option to send a visualizer to a member of your organization.

Step-by-Step Guide

1. Follow the steps to Create a Visualizer.

   

   
   

2. Click Actions and then click Send a Copy from the drop-down list.

   
   

3. Send a Copy Visualizer pop-up box appears.

   

   
   

4. Click to select the name of the person to whom you want to send the copy of the visualizer from the Member drop-down list.

   
   

5. Click Send a Copy.

   

   
   
6. You would get a message that the visualizer has been sent successfully. Click Close.