Creating a list under record-level analyticsFollow 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.
To know more about record-level analytics, click
here.