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Share a graphic with your clients

In order for your customers to witness their progress, you can share graphics on the application or send them in image format

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Several sharing options are available to you:

  • Share the chart with your client via the mobile application.

  • Download the image in .PNG format


In steps

  1. Click on the “Contacts” tab.

  2. Choose the clients to whom you want to share the graphic.

  3. Click on the “Reports” tab.

  4. Select the desired table.

  5. Pick the graph and click on “Actions”.

  6. Choose the desired option. To share via the mobile app, select “Share with client”.


Further information

  • For help on creating boards and chart, click here.

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