Lead Dashlets

đź’¬ General Discussion
1

Hi, guys are possible to create a Lead Dashlets that only display lead in a certain stage?

2

Hi,

By “Stage” i assume this is the same as “Status”? If so, this should be possible.

If you haven’t already, you will have to add the “Status” field to the dashlet search options.

This can be done by going to Admin > Studio > Leads > Layouts > SuiteCRM Dashlet > SuiteCRM Dashlet Search

Then, drag the “Status” field from the right, over to the left and click save & Deploy.

Then, create a “My Leads” dashlet on the homepage via the “Add Dashlet” option.

On this dashlet, click the pencil icon, and choose the status you wish to filter on from the options at the bottom, and save.

This should give you a dashlet that displays certain leads at certain stages.

1 Like
3

Thanks!