Custom Widgets

Transform your dashboard by easily incorporating widgets, allowing you to access crucial data and metrics with a fresh, dynamic look. Step 1: Initiate the Widget Addition Navigate to the Dashboard section and locate the "ADD WIDGET" button situated in the top-right corner. A simple click reveals the "Add Widgets" panel on the right side of your screen, ready for your selection. Step 2: Select Your Desired Widget Within the "Add Widgets" panel, explore the wide range of available widgets. Use the search function, browse by category, or apply filters based on chart types. While each widget comes with a predefined chart type, you're free to modify it to suit your preferences. Step 3: Finalize Your Widget Choice After identifying the ideal widget, you can personalize its title if desired. Once done, click the "Save" button to add the widget to your dashboard. Step 4: Confirm and Save Your Dashboard Layout Your new widget is now part of the dashboard! Adjust its size and position until you're pleased with the layout. To secure your changes, click "Save Changes" and enjoy your updated dashboard.

Unlocking the Potential of Custom Dashboard Widgets Understanding Date and Time Formats: Dashboard widgets currently follow a standardized system time zone and date format to maintain consistency. We are actively developing a feature that will allow you to customize these formats according to your needs. Roles and Access Levels: Account Admin: Granted view-only access. Account User: Access is granted based on user-specific permissions. Adjusting Dashboard Permissions: Navigate to Staff Settings: Go to the "My Staff" section within your settings menu. Edit User Permissions: Click the "Edit" option next to the user whose permissions you want to modify. Select and Update Permissions: Within the "User Permissions" section, make the necessary adjustments to the user’s access levels. Understanding Dashboard Permissions: Dashboard Stats: Provides view-only access to the entire dashboard for both Account Admins and Users. Contacts: Grants access to all contact information and related widgets. Opportunities: Allows access to all opportunity data and associated widgets. Appointments: Permits access to all appointment-related data and widgets. Lead Value: Provides access to widgets displaying monetary values on the dashboard. Only Assigned Data: If enabled, custom widgets will display no data unless assigned specifically. Configuring Widgets for Personalized Data: To ensure widgets display data relevant only to individual team members, set the conditions within each widget to USER -> LOGGED IN USER. This setting will personalize the widget data based on who is logged in.

Design Your Ideal Dashboard with Custom Widgets Enhance your dashboard experience with our innovative Custom Widgets feature! This tool allows you to create personalized data visualization elements, offering tailored insights and reporting to meet your unique needs. Feature 1: Widgets – Your Data Champions Widgets are essential allies in managing and interpreting your data. Here are the different Widget Categories: Contacts: Effortlessly track and analyze new leads. Appointments: Streamline your team and client meetings. Opportunities: Gain valuable insights into deal progress and financial impact. General: Access pre-defined data and performance metrics for various platforms. Supported Chart Types: You can use the following chart types to create your widgets: Numeric/Count Donut Charts Line Charts Bar Charts Horizontal Bar Charts Feature 2: Customizing Widgets – Insights Tailored to You Personalize your widgets with various customization options, enabling you to define specific insights and apply filters to deepen your analysis. Configuration Options: Title: Clearly label your widget. Metrics: Choose which data points to display. Group: Determine grouping in Donut charts. View by: Select a secondary dimension for different chart types. Breakdown: Adjust the time period frequency. Date Property: Set the date property for data retrieval. Date Range Override: Apply a specific date range to the widget. Order: Organize results as needed. Limit: Simplify the displayed data by setting a limit. Widget Condition Operators: Is: Select a single option. Is not: Exclude a specific option. Is one of: Choose multiple options. Is none of: Exclude several options. Feature 3: Edit Mode – Take Control of Your Dashboard With edit mode, you can effortlessly rearrange, edit, and reposition widgets to craft a dashboard that perfectly aligns with your workflow. Use Cases for Different Widgets Contact Widgets: Contact Count: Monitor overall growth. Contact Count (Logged in user): Focus on your assigned contacts. Contacts by Tags: Analyze contacts based on tags. Contacts by Activity: Track contacts involved in specific activities. Contacts by Type: Visualize contact distribution by type. Contacts by Assigned User: Manage contacts assigned to various team members. Contacts by Company Name: Get insights into contacts organized by company names. Appointment Widgets: Appointment Count: Track the total number of appointments. Appointment Count over a Date Range: Monitor appointments over a specific time period. Appointment Counts by Status: Analyze appointments based on their status. Booked Appointments: Keep track of scheduled appointments. Confirmed Appointments: Monitor appointments that have been confirmed. Showed Appointments: Track appointments where clients attended. No Show Appointments: Identify appointments that resulted in a "No Show." Cancelled Appointments: Record cancelled or invalid appointments. No Show Rate Over Time: Observe trends in "No Show" rates. Upcoming Appointments (Week): Plan for the coming week. Upcoming Appointment (Logged in User): Focus on your personal upcoming appointments. Past Month Created Appointments: Review appointments created in the past month. Past Month Created Appointments (Logged in User): Track your created appointments over the past month. Opportunity Widgets: Opened Opportunities: Track current opportunities in progress. Won Opportunities: Record deals that have been successfully closed. Lost Opportunities: Monitor opportunities that didn’t convert. Abandoned Opportunities: Keep track of opportunities that were left unaddressed. Opportunity Count: Get an overview of all opportunities. Opportunity Counts Over Time: Visualize opportunities over different periods. Opportunity Revenue Over Time: Monitor revenue generated from opportunities. Opportunity Counts by Status: Categorize opportunities by their current status. Opened Opportunity Value: Understand the financial worth of ongoing opportunities. Lost Opportunity Value: See the value associated with lost opportunities. Abandoned Opportunity Value: Keep an eye on the financial worth of abandoned opportunities. Won Opportunity Value: Track the financial value of successfully closed deals. Total Opportunity Value: Get an overall view of the cumulative monetary value of all opportunities. General Widgets: Opportunity Status: Visualize the current status of your opportunities. Opportunity Value: Understand the total financial value of opportunities by status. Conversion Rate: Track the conversion rate and revenue generated from successful deals. Funnel: Get a detailed view of your sales funnel, including conversion rates at each stage. Stages Distribution: Understand how opportunities are distributed across various stages. Tasks: Keep track of all tasks and the team members assigned to them. Manual Actions: Monitor manual actions like SMS and phone calls in your campaigns. Lead Source Report: Get an overview of lead distribution by source. Google Analytics Count: Track the number of total views in your Google Analytics reports. Google Analytics Chart: Gain insights into total views and interactions on your website. Google Business Profile: Monitor key metrics from your Google Business Profile. Facebook Ads Report: Track clicks, spending, CTR, and CPC for Facebook ads. Google Ads Report: Monitor clicks, spending, CTR, and CPC for Google ads.

Elevate your dashboard by learning how to create a custom widget that perfectly fits your needs. Step 1: Choosing Your Widget Start by selecting a widget from the available list. The default chart type is pre-selected when you use the "ALL" filter. If you'd like to opt for a different chart type, just click on the chart icon to make your choice.  Step 2: Configuring Your Widget Navigate to the "Configure" tab to adjust the settings to suit your needs: Title: Personalize the title to make the widget easily recognizable. Metrics: Modify the data points to ensure the widget displays relevant information. Group: Set up grouping for your results, which is particularly useful for Donut charts. View by: Select a secondary dimension for line, bar, or horizontal bar charts. Breakdown: Change how often the data is updated or displayed over time. Date Property: Choose the date property that best suits your data (e.g., Created Date, Updated Date). Date Range Override: If needed, override the global date range with a custom range for this widget. Order: Decide whether the results should be shown in ascending or descending order. Limit: Set a cap on the number of results displayed to keep your widget concise. You can also explore advanced settings for more detailed customization, though these are optional.    Step 3: Setting Conditions for Precision In the "Conditions" tab, apply specific filters using AND or OR logic: Add Condition: Click "ADD CONDITION" to introduce a filter, then choose the appropriate condition from the dropdown menu.  Operator Parameter: Define the operator and set the parameters for your filter. You can add or remove conditions as needed.  Note: If a filter results in no data being found, you must either remove that filter or adjust it before saving the widget. Step 4: Finalize and Save Once you've made all your adjustments, hit the "Save" button. Your customized widget will appear on the dashboard, where you can resize and move it as needed. Be sure to click "Save Changes" after you've positioned the widget to your liking.   

The Role of Custom CSS and Its Effects Introduction  Custom CSS (Cascading Style Sheets) provides the ability to tailor the appearance of your CRM dashboard, allowing for personalization beyond standard options. While this offers considerable flexibility, it can sometimes lead to unexpected complications, especially when the CSS code interferes with the CRM’s core functions. Detailed Overview  A typical issue occurs when users implement CSS to hide specific elements on the dashboard, like tags. Although this might seem like an effective way to streamline the interface, it can unintentionally disrupt essential functionalities. For instance, CSS that hides tags could prevent users from saving new tags during the setup of triggers or other features dependent on tag usage. Troubleshooting Guide  If you encounter problems with saving tags or observe that certain features aren’t working as expected, it’s essential to investigate whether custom CSS is the culprit. Follow these steps to troubleshoot: Locate the Problematic CSS: Use the search feature in your CSS editor by pressing Command + F (Mac) or Ctrl + F (Windows), and enter keywords like "hide tags" to identify the problematic code. Remove or Comment Out the Code: Once you’ve found the problematic CSS, either delete it or comment it out to prevent it from executing. This should fix the issue without disrupting your other customizations. Save and Test: After making the changes, save your work and check if the issue has been resolved by testing the functionality that was previously affected. Built-in Options for Dashboard Customization Understanding that users desire a streamlined dashboard, our CRM includes built-in tools that eliminate the need for specific CSS tweaks. Particularly for managing tag visibility in the pipeline view, consider these alternatives: Tag Visibility Toggle: Instead of hiding tags via CSS, use the built-in toggle feature. This method is more reliable and ensures that no essential functions are compromised. Frequently Asked Questions (FAQs) Q: What should I do if I'm not familiar with editing CSS? A: If you’re uncomfortable editing CSS, it’s best to seek help from someone with web development experience or contact our support team for assistance. Q: Can I restore the default settings if something goes wrong? A: Yes, you can revert your dashboard to its default state by removing all custom CSS codes. This action won’t affect your data or the configurations within the CRM.

Enhancing Productivity with New Contacts & Appointments Dashboard Widgets  In today's fast-paced business environment, staying updated with the latest tools and functionalities is essential for maintaining a competitive edge. Our CRM platform is proud to introduce innovative dashboard widgets specifically designed for managing contacts and appointments. This guide offers a detailed walkthrough for users looking to optimize these new features, leading to improved data organization and more efficient scheduling. Exploring the Latest Features Our CRM now includes customizable widgets tailored to contacts and appointments, giving you a streamlined overview of essential information directly from your dashboard. Below is a summary of what these widgets bring to the table: Tailored Insights: Customize your dashboard to display key contact information, such as total contacts, those with emails or phone numbers, and more. This level of customization ensures you have quick access to critical data, enhancing your ability to communicate and engage effectively. Streamlined Appointment Scheduling: The new appointment widgets simplify your calendar management by providing a clear overview of upcoming meetings. This ensures that you never miss an important event and helps you maintain a well-organized schedule. Data-Driven Decisions: With real-time summaries and statistics readily available, you can make faster, more informed decisions, demonstrating the strategic value of our CRM in your daily operations. How to Set Up the New Widgets Adding these widgets to your dashboard is a straightforward process. Here’s how you can get started: For Contact Widgets: 1. Access the Dashboard: Go to your dashboard from the main navigation menu and select “Edit Dashboard.”  2. Add a Widget: Click on the “+Add Widget” button.  3. Choose Contact Widgets: Select the Contacts tab to view available widgets.  4. Select the Desired Widget: For instance, if you want to add a widget that counts your contacts, choose it from the list.  5. View on Dashboard: Once added, your selected widgets will appear on the dashboard, giving you the insights you need.  For Appointment Widgets: 1. Select Appointment Widgets: Under the “+Add Widget” option, navigate to the Appointments tab.  2. Choose the Appropriate Widget: Pick the widget that best suits your scheduling needs.  3. Dashboard Integration: The new widgets will now be visible on your dashboard, offering a comprehensive view of all upcoming appointments.  By following these steps, you can personalize your CRM experience, ensuring more efficient contact management and appointment scheduling, ultimately improving the overall operation of your small business. Common Issues and Solutions While these new widgets are designed for easy integration, here are some troubleshooting tips to address potential issues: Widgets Not Displaying Correctly: Ensure that all changes are saved after adding or customizing widgets. If problems continue, try refreshing the dashboard page. Customization Challenges: If you encounter limitations while customizing a widget, check for any restrictions on the data that can be displayed. Missing Data: If a widget is not showing the expected information, verify that the data is correctly input and up-to-date in your CRM database. This guide should help you make the most of the new dashboard widgets, boosting productivity and making day-to-day operations smoother.

Elevate your dashboard experience by mastering widget customization. Follow this easy, step-by-step guide to make your dashboard truly yours: Step 1: Activate Edit Mode Begin by clicking the "EDIT" button located on your dashboard. This action lets the system know that you're ready to start customizing your widgets. Step 2: Choose the Widget to Modify To start editing a widget, locate the three-dot icon at the top-right corner of the widget. Click it, then select "Edit" from the dropdown menu that appears. This will open an editing panel on the right side of your screen. Step 3: Customize Your Widget Use the editing panel to make the changes you need. You can adjust metrics, rename titles, or modify the widget's appearance to suit your needs. After making your changes, click "Save" in the panel, followed by "Save Changes" to finalize the edits. Note: Please be aware that some general widgets are not editable.

Our embed widget feature allows you to effortlessly incorporate a variety of online content into your GHL dashboards through iframes. If a platform supports embedded content, you can display it directly within your dashboards, including web pages, Google Data Studio reports, Google Docs, slideshows, calendars, Loom videos, YouTube videos, social media posts, feeds, and more. Step 1: Access the Dashboard Begin by navigating to the Dashboard section, then click on the Icon button.  Step 2: Add a Widget After clicking the Icon, select the "Add Widget" button from the drop-down menu that appears.  Step 3: Open the Objects Tab To proceed, click on the "Objects" tab, where you’ll find the option to add an Embed widget.  Step 4: Configure the Embed Object First, enter a title for your widget.  Then, in the "Type" section, select "URL" if you wish to embed a specific link. Ensure that the URL is fully qualified. Here’s an example of an Instagram URL formatted for embedding: https://www.instagram.com/p/C04TE0DsEkW/embed/  Alternatively, if you have an iframe code, select "IFRAME" and paste the code into the provided text box. Below is an example of an iframe snippet: html Copy code If you prefer not to display the widget’s title, you can select the "Hide Title" option in the advanced settings.  To finalize, click "Save" to apply your changes.  Embedding Specific Content Types YouTube Videos: Add an Embed widget, then append the video's ID (found after /watch?v= in the URL) to https://www.youtube.com/embed/. For instance, if your YouTube URL is https://www.youtube.com/watch?v=bFTIQDCvIrc, your final URL will be https://www.youtube.com/embed/bFTIQDCvIrc. TikTok Videos: Similarly, add an Embed widget and append the video ID (found after /video/ in the URL) to https://www.tiktok.com/embed/. Instagram Posts: Obtain the shareable link for your Instagram post, which may look like this: https://www.instagram.com/p/C04TE0DsEkW/?utm_source=ig_web_copy_link. Replace ?utm_source=ig_web_copy_link with /embed/, so the URL becomes https://www.instagram.com/p/C04TE0DsEkW/embed/. Use this URL in your embed widget configuration. Important Notes Some websites or platforms restrict the use of their content in iframes. Also, to unlock the ability to customize dashboards and widgets, this feature is included in the higher plan. Upgrading your subscription will allow access to these advanced features.

Gaining insights into the origins and behaviors of your contacts is crucial for refining your marketing and sales strategies. Our Contact Widgets feature, equipped with Attribution Parameters, provides users with the ability to explore the sources and actions of their contacts in depth. This feature allows you to filter contacts based on their initial or most recent attribution, leverage essential UTM parameters, and build tailored widgets that display data grouped by attributes like Activity, Session Source, and Medium, with interactive donut and line charts for visualization. Moreover, this functionality supports in-depth reporting, including new attributes in detailed insight tables, CSV exports, and customizable columns in the Table widget. This guide will walk you through maximizing these robust features, offering troubleshooting advice, and addressing common questions. Step 1: Modify Your Dashboard Start by clicking the edit icon on your dashboard.  Step 2: Add a Widget Select "Add Widget" and pick any widget from the Contact category.  Step 3: Apply an Attribution Condition Switch to the conditions tab, click "Add Condition," and choose Attribution from the dropdown menu. Decide whether to filter based on the First or Latest Attribution.  Step 4: Incorporate Attribution/UTM Fields After selecting the attribution type, click "Add Attribution Fields," then pick the desired property from the dropdown menu. To add more fields, simply click "Add Attribution Fields" again.  Supported Attribution Fields Include: UTM Campaign UTM CampaignId UTM Content UTM Keyword UTM Matchtype UTM Medium UTM AdId UTM AdGroupId UTM Source Additional Attribution properties like Medium and Session Source Step 5: Save Your Widget Once you're satisfied with your setup, save the widget to add it to your dashboard.  Creating Grouped Donut Charts or Line Graphs with Session Source or Medium After adding a contact widget to your dashboard, you can organize donut charts by session source or medium. Step 1: Select Your Graph Type In the chart selector bar, choose either a Donut or Line graph.  Step 2: Add an Attribution Condition Go to the conditions tab, click "Add Condition," and select Attribution. Choose whether to filter by First or Latest Attribution.  Step 3: Configure Group/View by Property In the configuration tab, select from the following properties in the Group dropdown: Session Source or Medium.  Step 4: Save Your Widget After finalizing your configurations, save the widget to integrate it into your dashboard.  Adding Attribution Fields and UTM Parameters as Table Columns Once you've added a contact widget to your dashboard, you can display attribution fields and UTM parameters as columns in a table chart. Step 1: Select Table Chart From the chart selector bar, choose the Table Chart option.  Step 2: Choose Columns Click "Select Columns" and pick the columns you'd like to appear in the Table chart.  Step 3: Save Your Widget Once you're content with your selections, save the widget to add it to your dashboard.  By utilizing these features, you can gain comprehensive insights into your contacts' sources and behaviors, significantly improving your ability to monitor and optimize your marketing strategies. ✍️ Important Notes: UTM parameters and fields will only be visible in the Table and Granular insights view if Attribution type (First or Latest) is added to the widget conditions. Group/View by properties like Session Source and Medium can only be selected if Attribution type (First or Latest) is added to the widget conditions. Frequently Asked Questions What are Attribution Parameters and why are they important? Attribution Parameters allow you to track and understand the sources and behaviors of your contacts, which is crucial for optimizing marketing strategies. How can I filter contacts using UTM parameters? Add attribution conditions and select the UTM parameters you wish to filter by in the custom widget settings. Why aren't my UTM fields visible in the table view? Ensure that an Attribution type (First or Latest) is added in the widget conditions. Can I include multiple attribution fields in one widget? Yes, multiple attribution fields can be added to a single widget for a comprehensive analysis. Troubleshooting Tips Attribution Fields Not Displaying: Confirm that the Attribution type (First or Latest) is selected in the widget conditions. Incorrect Data Display: Double-check the selected attribution and UTM parameters to ensure they match the data you intend to display. Widget Configuration Problems: Refresh the dashboard and reconfigure the widget if needed. Verify that all fields and conditions are correctly set. Exporting Issues: When exporting data to CSV, ensure that all desired attribution fields are selected and properly configured in the widget settings.

Advantages of Integrating Custom Elements Before we delve into the process, let’s consider the key advantages of using this powerful feature: Interactive Dashboards: Transform your dashboard into a dynamic control center by embedding live integrations, allowing real-time access to crucial data and content. Seamless Embedding: You can embed various elements, such as social media feeds and presentations, directly into your dashboard, streamlining your workflow by reducing the need to switch between different platforms. Personalized Widgets: Customize your dashboard with diverse content, including Instagram feeds and Google Docs, to create a versatile and enriched experience tailored to your business needs. Step-by-Step Instructions for Embedding Content Here’s how you can easily embed custom elements into your CRM dashboard: Open the Dashboard: Go to the Dashboard section from the left-hand menu and click the edit button to start customizing. Add a Widget: Click on the "Add Widget" button to begin the embedding process. Choose Object Type: Navigate to the Objects tab and select “Embed” to embed an online object. Name Your Widget: Provide a title for your widget (e.g., "Awesome Title") to make it easily identifiable on your dashboard. Select Embed Method: To embed a URL, choose “URL” in the “Type” section and ensure the URL is fully qualified. For content requiring iframe code, select “IFRAME” and paste the code into the provided text box.  Advanced Settings: For a cleaner appearance, you can opt to hide the widget title by selecting “Hide Title” in the advanced settings. Save Your Widget: Click “Save” to apply the changes and add the new widget to your dashboard. Review Your Dashboard: The newly embedded widget will now be visible, seamlessly integrating the selected online content into your dashboard. Troubleshooting and Common Questions Q: What should I do if the embedded content doesn’t display correctly? A: Double-check that the URL is fully qualified and accurate. If using iframe, ensure the code is correct and complete. Q: Can I embed content from any website? A: While many websites allow embedding through iframes, some may have restrictions due to security reasons. Always review the embedding policies of the website you’re working with. Q: Is there a limit to how many widgets I can add to my dashboard? A: The number of widgets you can add may depend on your CRM plan. For specific details, consult your plan or contact support.

The Importance of the Conversations Widget for Your Business Enhanced Insight: Gain immediate access to key metrics related to unread messages, allowing you to prioritize responses and ensure that no crucial communication is overlooked. Active Client Engagement: By keeping an eye on unread messages in real-time, your business can swiftly respond to client inquiries and leads, supporting a more active approach to customer engagement. Streamlined Communication: This widget simplifies the tracking of unread messages, improving time management and boosting your team's productivity. Steps to Implement the Conversations Widget on Your Dashboard To enhance your communication management process, follow these steps to add and utilize the Conversations Widget on your dashboard: Navigate to the Dashboard: Begin by selecting the dashboard from the left-side navigation menu. Edit Your Dashboard: Click on the "Edit Dashboard" icon to begin customizing your dashboard. Add a New Widget: Select the “+Add Widget” button to explore and add available widgets. Choose Conversations Widgets: From the list, select the Conversations Widgets to add them to your dashboard. Customize Your Display: After adding, the widgets will appear on your Dashboard, providing you with a quick view of unread messages. By incorporating these widgets into your dashboard, you’ll have a clear overview of your communication channels, facilitating more efficient and effective client interactions. Troubleshooting and Frequently Asked Questions What if the Conversations Widget isn’t showing any data? Ensure that there are active conversations in your CRM. If the problem continues, check your dashboard settings or reach out to support for help. Can I choose which messages are displayed in the Conversations Widget? At this time, the widget shows all unread messages automatically. Customization options may change with future CRM platform updates. How frequently is the data in the Conversations Widget refreshed? The widget updates in real-time, so you always have the latest information on unread messages.

The Lost Reason analysis feature within Opportunity Widgets enables you to assess missed sales opportunities in one centralized location. This filter enhances your analysis by providing additional options for a more granular breakdown. This guide delves into the functionalities of these features and how you can utilize them to optimize your sales strategies. Understanding the Process Adding a New Widget Navigate to your Dashboard. Switch to Edit Mode. Add a Widget. Select "Lost Opportunities By Reason" from the Opportunities options. Applying a Specific Lost Reason Filter 1. Set the Status to Lost: Configure the filter condition by setting the Status to IS Lost.   2. Apply a Filter for a Specific Lost Reason: Add a filter to target a specific Lost Reason.   Incorporating the Lost Reason Column in a Table Widget Generate a Table Chart: Create a table chart focusing on opportunities. Configure Columns: In the Widget settings, select the columns you wish to include. Choose Lost Reason: Ensure the "Lost Reason" column is part of your selection. Once you've configured the columns, save your widget to finalize the setup. Maximizing the Benefits By leveraging these features, you can gain critical insights into the reasons behind lost opportunities, which can help you: Enhance Follow-Up Efforts: Tailor your re-engagement strategies based on specific loss reasons to improve success rates. Improve Problem-Solving: Accurately identify and address the root causes of lost opportunities to refine your sales approach. Optimize Resource Allocation: Focus your resources on areas that contribute most to lost opportunities, driving better strategic growth. Common Questions Q: How can I activate the Lost Reason option in the Group and View by settings? A: Make sure the Status is set to IS Lost in your conditions. This step is crucial for enabling the Lost Reason option. Q: Is it possible to filter lost opportunities by multiple reasons? A: Yes, you can apply multiple filters to examine different Lost Reasons, offering a comprehensive analysis. Q: How can the insights from the Lost Opportunities by Reason widget enhance my sales strategy? A: Utilize the detailed data to understand common loss factors and customize your follow-up and problem-solving strategies. Q: Can the data from the table widget, including the Lost Reason column, be exported? A: Yes, you can export this data for further analysis or reporting. Troubleshooting Tips 1. Lost Reason Filter Not Visible: Ensure that the Status is set to IS Lost. Without this condition, the Lost Reason filter will not appear. 2. Incorrect Widget Data: Review your filters and conditions to ensure they are correctly configured. 3. Widget Not Saving: Check that all required fields and selections are filled out. Missing information can prevent the widget from being saved. 4. Data Mismatches: Refresh your dashboard and confirm that your CRM data is synchronized. Data sync issues can sometimes lead to discrepancies.

A well-organized dashboard can significantly improve your workflow. Follow these steps to efficiently rearrange widgets on your dashboard: Step 1: Enter Edit Mode Start by selecting the "EDIT" button on your dashboard. This action will open Edit Mode, giving you full control to customize and rearrange your dashboard layout as needed. Step 2: Precision Placement with Drag and Drop  Once in Edit Mode, find the widget you want to move. Click on it, hold, and drag it to the new location on your dashboard. This drag-and-drop method allows for accurate positioning of your widgets. Step 3: Save Your Layout  After arranging the widgets to your satisfaction, click the "Save Changes" button to lock in your new layout. This step is crucial to ensure that your dashboard reflects the updated arrangement. Easily Revert Changes  If you decide you preferred the previous layout, simply click "Cancel." This will undo the recent changes and restore the original widget arrangement.

Step 1: Enable Editing Mode Begin by adjusting your dashboard settings. To do this, click on the "EDIT" button, which will switch your dashboard into Edit Mode. In this mode, you can modify and manage your widgets freely.  Step 2: Identify the Widget Options While in Edit Mode, locate the widget you wish to remove. In the upper-right corner of the widget, you'll see three vertical dots (...). Click these dots to access additional options.  Step 3: Remove the Widget From the dropdown menu that appears, select the "DELETE" option to remove the widget from your dashboard.  Step 4: Save Your Updates After removing the widget, make sure to save your changes. Navigate to the top-right corner of the dashboard and click the "Save Changes" button to finalize the removal and preserve your updated dashboard layout. 

Perfecting Widget Size Customize your dashboard experience by learning how to precisely adjust the size of your widgets. Step 1: Enter Edit Mode Start by clicking the "EDIT" button on your dashboard. This action will enable Edit Mode, where you have the freedom to modify your dashboard layout to your liking. Step 2: Adjust Widget Size Once in Edit Mode, find the widget you want to resize. To modify its dimensions, click and drag the "arrow" icons located at the widget's corners. This simple maneuver allows you to resize the widget with accuracy, ensuring it fits perfectly on your dashboard. Step 3: Confirm Your Changes After resizing, click "SAVE CHANGES" to apply your adjustments. This step ensures that your new widget sizes are saved and your dashboard appears just as you’ve customized it. Reverting Changes Changed your mind? No problem. If you decide to revert the widget size back to its original form, simply click "Cancel." This will undo your recent changes and return the widget to its previous dimensions.

The Call Widget is an essential feature of the CRM dashboard, providing users with a detailed visual and analytical overview of call activities. It’s designed to deliver real-time data on both inbound and outbound calls, empowering you to make informed, data-driven decisions efficiently. Key Advantages: Comprehensive Visual Data: Quickly access key metrics such as the number of incoming and outgoing calls, call durations, and participant details, all in one place to facilitate swift decision-making. Personalized Dashboard Experience: Customize your dashboard by incorporating and adjusting the Call Widget to align with your specific business requirements. Seamless Setup: The Call Widget offers user-friendly configuration options, making it easy to integrate into your current dashboard setup without hassle. How to Implement the Call Widget Incorporating the Call Widget into your dashboard is a straightforward process that can significantly enhance your call management operations. Follow these steps to get started: Navigating to the Dashboard: Access the dashboard from the left-hand menu and click on the "Edit Dashboard" button.  Adding the Call Widget: Click the "Add Widget" button. From the available options, select the "Calls" tab.  Configuring the Widget: Choose the call widget that best suits your needs. After adding the widget, click "Configure" and complete the necessary fields. For more advanced customization, click on "Advanced Settings" and adjust the options as needed. Use the "Conditions" tab to set specific criteria for the widget, then click "Save." Creating a Specialized Call Dashboard (Optional): If desired, you can create a separate dashboard dedicated solely to call activities by clicking the button in the top left corner and selecting "Add Dashboard."  Name your new dashboard and choose its visibility settings—whether it's private or accessible to everyone—and confirm your choices.  Add the necessary call widgets by clicking the "+Add Widget" button. By following these instructions, you will establish a fully operational call dashboard that delivers crucial insights into your call activities. Troubleshooting & Frequently Asked Questions Although the setup process is designed for ease of use, here are some tips and answers to common questions that may help you overcome any issues: Q: Is it possible to configure the Call Widget to display only incoming calls? A: Yes, you can use the "Conditions" tab within the widget configuration to filter the widget to show only incoming calls. Q: What if the Call Widget doesn’t display any data? A: Double-check that you have correctly configured the widget settings and conditions. If the problem persists, review your CRM’s call tracking configurations or contact support for further assistance.

The recent upgrade to the task widget introduces several enhancements aimed at optimizing your task management workflow: Seamless Task Handling: The user-friendly interface (UI) makes it easier to monitor and manage tasks. You can now effortlessly link tasks to specific contacts, set deadlines, and manage task details without any complications. Better Task Visibility: The widget's layout has been refined to present key task information such as titles, due dates, associated contacts, and assigned users in a more accessible manner, facilitating quick prioritization of tasks. Enhanced User Control: The addition of new features like task editing and deletion, along with options to view more details and filter tasks by users, provides greater control over task organization, leading to a more streamlined and efficient experience. How to Navigate the Updated Task Widget Accessing the Task Widget: Go to the Dashboard: After logging into the CRM, head to the dashboard where the task widget is prominently displayed. Locate the Widget: Scroll down to find the task widget, which should be easily visible. Exploring Task Information: View Task Details: Quickly access essential details for each task, including the title, due date, description, contact, and assigned user. Performing Actions: Edit or Remove Tasks: Use the three-dot menu next to each task to make edits or delete tasks, offering flexibility in how you manage your workload. Navigating Efficiently: Direct Access to Contacts: Clicking on a task title will take you directly to the related contact's page, streamlining the process of linking tasks to contacts. Additional Capabilities: Filter and Sort Tasks: Improve task management by using filtering options to sort tasks by user or arrange them in a preferred order. Access via Contacts Tab: Another way to review your tasks is by navigating to the Contacts tab and then selecting the Tasks tab from the top menu.