New Sub Account Dashboards with Contact and Opportunity Source Filters

Sub Account Dashboards: Contact Source and Opportunity Source Filters

We're excited to introduce powerful new filters for your dashboard widgets: Contact Source and Opportunity Source!

What’s New?

• Contact Source: A new "Source" filter added to contact widgets.
• Opportunity Source: A new "Source" filter added to opportunity widgets.
• Table Widget: Both properties are added as columns for table widgets, allowing for granular insights.

How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on "Add Widget."
3. Choose any widget from the Contacts or Opportunity category.
4. Switch to the Conditions tab.
5. Add a condition and select "Source."
6. Configure the widget settings as per your requirements.
7. Save your changes.

Why it Matters:

These new filters give you greater control over the widgets and insights on your dashboard. Create custom widgets for different contact or opportunity sources to gain deeper understanding and actionable insights.

Learn More

For more details on creating and customizing your dashboard widgets, check out our custom widgets guide.

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Need assistance? Feel free to contact us or request a demo to get personalized support.