FAQs in this section
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
What are lifecycle conditions?
How can I set up alerts for @mentions?
How can I set up alerts for Events and Tasks?
How can I set up alerts for emails?
How can I set up Smart Alerts?
How can I set up alerts for idle records?
Can I receive alerts when a record is assigned to me?
What are record-level analytics?
Table of Contents
Record-level analytics provide pre-built charts that give important metrics about a record. You can also get customized analytics by creating new charts on a record.
For example, you can get the count of activities performed by a sales rep on a deal by looking at the Activity Count by Owner chart.
Record-level analytics are under the Analytics widget displayed on a record.
To know more about record-level analytics, click here.
For example, you can get the count of activities performed by a sales rep on a deal by looking at the Activity Count by Owner chart.
Record-level analytics are under the Analytics widget displayed on a record.
To know more about record-level analytics, click here.
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