Please provide the email of the user with whom you want to share your Dashboard, Accountability and other Shared Modules.

THEN Please check the boxes next to the modules you want to share with that person.

NOTE: When you share your Dashboard or Accountability Screens that user will NOT have access to your names or contact information. The ONLY information shared is the detail on the Dashboard and Accountability Screens.

NOTE: When you share your Active Prospects, that user WILL have access to the names CURRENTLY in your Active Prospects. They are able to update information as they should be training you but they cannot move the prospect to another module nor do they have access to any other module of the system ONLY Active Prospects. If you also share the Dashboard and Accountability Screens they can also see that information.

All Dashboards

Dashboard BPM

Dashboard Contact

Dashboard BPM Contact

Accountability Screen

Active Prospects