FAQs in this section
How can I extend my trial period? How can I logout from Vtiger CRM? What is a sales pipeline? What is the Standard pipeline? Can I have multiple pipelines in Vtiger CRM? How can I create a new pipeline? Can I reuse stage names across pipelines? Can I delete a pipeline? Can I restore a deleted pipeline? Can I delete a sales stage? What are the limitations on custom stage names? What is the maximum number of pipelines I can set up? What is the maximum number of sales stages I can have in a pipeline? What changes are allowed on the Standard pipeline? What are the benefits of having multiple sales pipelines? What are record-level analytics? How can I create charts under record-level analytics? How can I get key metrics for a record by using record-level analytics? What actions can I perform on record-level analytics? How can I update a CRM record? Can I get a demo of V8? What is Quick Create? How can I use Quick Create? What are the benefits of using Quick Create? How can I access settings in Vtiger CRM? How can I change my CRM settings?
How can I create a list under record-level analytics?
Table of Contents
Follow these steps to create a list:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name.
- Select a related module.
- Select the widget type as List.
- Select the fields you want to display in the list.
- Set up conditions (optionally) on fields by clicking Add Conditions.
- Click Save.
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