Widget to View other User pipeline stages

Max Classic
1

I want to have a widget on my dashboard that shows the pipeline stages for each of my sales people. I was shown how at the summit, but I cant seem to remember.

2

From the dashboard, click the 3 dots on the top right.
Go to Pipeline Stages
Click “+Add to Dashboard”

Thanks,
Jeff
Please note that we will be closed starting at noon PST on Nov 22 thru Sunday, Nov 26 to allow our team to spend the holidays with their families.

3

Thanks Jeff. I took that approach, but it would only show my own contacts, I don’t see a way to edit that.

4

Are your user permissions set so you can see all contacts?
If so, you may need to take a saved search approach.
Go to Opportunities and do a search for each stage, choosing ‘owner contains any’ and choose all owners.
Save each search.
Then create a dashboard widget “Custom Statistics” and add those saved searches.

Thanks,
Jeff
Please note that we will be closed starting at noon PST on Nov 22 thru Sunday, Nov 26 to allow our team to spend the holidays with their families.

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