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?
What are the different actions I can perform on record-level analytics?
Table of Contents
Record-level analytics actions
Click More icon on the top-right corner of the record to see different actions available. You can perform the following actions in a record:
To know more about record-level analytics, click here.
Click More icon on the top-right corner of the record to see different actions available. You can perform the following actions in a record:
- Edit: Allows you to edit the data displayed
- Delete: Allows you to delete the widget by using this option
- Refresh: Allows you to refresh widget data
- Print: Allows you to print the widget data
- Save as Image: Allows you to save the widget data as a png. image on your local computer
To know more about record-level analytics, click here.
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