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?
How can I create charts under record-level analytics?
Table of Contents
Creating charts under record-level analytics
Charts are a graphical representation of data.
Follow these steps to create a chart:
Charts are a graphical representation of data.
Follow these steps to create a chart:
- Log in to your CRM account.
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click Create to add a widget under Analytics.
- Enter the Widget name.
- Select a Related module from the drop-down.
- Select the widget type as Chart from the drop-down.
- Select the type of chart you want to create – Pie chart, Donut chart, Vertical Bar chart, Horizontal Bar chart, or Line chart.
- Select the field based on which you want to group data under Group By.
- Select the Data Field to display.
- Click Add Conditions to set up conditions (optionally) on fields.
- Click Save.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment