FAQs in this section
How do I log out from Vtiger CRM?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
How do I update a CRM record?
What is Quick Create?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
What is the Actions dashboard?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
How do I set up alerts for idle records?

How do I create a list under record-level analytics?

Creating a list under record-level analytics
Follow these steps to create a list:
  1. Log in to your CRM account.
  2. Open a CRM record.
  3. Click the Analytics widget displayed on the right. 
  4. Click Create to add a widget under Analytics.
  5. Enter the Widget name.
  6. Select a Related module from the drop-down.
  7. Select the widget type as List from the drop-down.
  8. Select the fields you want to display in the list.
  9. Click Add Conditions to set up conditions (optionally) on fields.
  10. Click Save.
To know more about record-level analytics, click here.
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