A mini list can be created using records from any module in Vtiger CRM.
For instance, as a sales rep, you can create a list of all the deals that you are working on or a list of all the events that you are a part of.
Follow these steps to add a Mini List to your dashboard:
1. Click the Add Widget
button displayed on your dashboard.
2. Click Add Mini List
3. Select the following information to create the list:
- Select a module.
- Select a list.
- Choose the data fields you want to display in the list (maximum six fields).
4. Click Add this list