FAQs in this section
What is My Sales Dashboard?
What is 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?
Can 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?
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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