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 a list under record-level analytics?
Table of Contents
Creating a list under record-level analytics
Follow these steps to create a list:
Follow these steps to create a list:
- 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 List from the drop-down.
- Select the fields you want to display in the list.
- Click Add Conditions to set up conditions (optionally) on fields.
- Click Save.
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