FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I add a customized chart to my dashboard?
How do I create a notepad in my dashboard?
How do I add the charts I have created to the sale dashboard?
What actions do I perform on a dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What can the Admins view in the Field Sales app?
What information can the agents view in the Field Sales app?
How do I create a mini-list in my dashboard?
Table of Contents
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:
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).
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