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Sub Account Dashboards: Interlinked Properties

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Kaili Wardlaw
Feb 12, 2024

< 1 MIN READ

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👀 What’s New?

Introducing interlinked properties! (Stage filter in opportunities module)

👷 How It Works:

Now you can customize your widgets using interlinked properties. For example, you can choose a Pipeline and then select the Stage(s) within that pipeline. Here, Pipelines and Stages are interlinked, as Stages exist only under specific Pipelines. To utilize this feature:

  1. Go to the widget.
  2. Navigate to the condition tab.
  3. Select a Pipeline.
  4. Click on the blue “Add Stage” button.
  5. Choose the desired filter and Stages according to your requirements.
  6. Additionally, Group by and View by drop-downs now have a Stage option as well.image

🌟 Why it Matters:

This enhancement empowers users to analyze and gain insights into stages within different pipelines, facilitating deeper insights.

🚀 Important Notes:

Stages can only be selected for an individual pipeline to display relevant data and maintain data consistency.

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