I want to know how to build a pipeline with different information to the opportunities module. Specifically, I want to build a pipeline with stages of the leads module.
You can add different pipeline dashlets to your homepage using the ‘Add Dashlets’ option and selecting a pipeline chart.
You can then drill down on this information, which will populate a search for the drilldown criteria in the Opportunities module.
Thanks for ur answer, Will.
I can´t find where to drill down the information. In the Add Dashlets option I can select only two optiones: “Pipeline by Sales Stage” and “My Pipeline by Sales Stage”. When I edit the charts in Home, I can´t modify the origin of data (I want the origin in the Leads Module). Do I have to change the information elsewhere?
Hope u can help me,