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Adding Dashlets to a Dashboard

Follow the below steps after logging in to CRM:

  1. Click the CRM Icon in the top left corner to navigate to your dashboard

  2. Click on the Action Menu next to the Create Button

  3. Click Edit

  4. Click Add Row then click Add Dashlet

  5. Select the Dashlet Type

  6. Adjust the filters or the required report for the dashlet using the dropdown menus

  7. Click Save

Related Articles
Creating a dashboard
Adding a table to dashboard or dashlet
Adding fields to the Filter Drop Down on a list view
Delete in bulk from the list view
Add a column to the list view
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