Key takeaways
- Every dashboard is customizable: drag, drop, resize, recolour, or build a widget from a source and chart type.
- You can share a dashboard or a single widget; it fills with the recipient’s data under their permissions.
- You can assign a lead to another organisation on Qivity. They work it in their own company.
- The rest of your pipeline stays private. Partner assignment is on Scale and Enterprise.
Two requests show up in almost every serious demo.
Make the dashboard mine. Not a fixed set of tiles. Drag, drop, resize, recolour. Build a widget from a source, a filter, a measure and a chart — or drop in sandboxed HTML. Share the whole board or one widget; it fills with the other person’s numbers under their permissions. That is on Features → Dashboards, and the builder is on Growth.
Hand this lead to another company. A distributor, a dealer, a sister firm. Not a shared password. Not a CSV in email. In Qivity you assign the record to their organisation. They work it as their own. You keep the link. They do not see your other deals. That is channel partner collaboration, on Scale.
Those are not add-ons from a marketplace. They are how a channel and a sales floor actually run. See both on your data.