Creating a Widget for every workflow step
Creating a widget for every workflow step
On the Dashboard Widgets “Workflow summaries LSR” and “Workflow Summary ASR”, you can see the leads that reached every step of the workflow.
- From the Dashboard widget “Workflow Summary LSR” / ASR, click on the dynamic number in blue next to the workflow step.
- It shows you the leads that have reached that step.
- Go ahead and save this query / Smartlist.
- Name it with both the workflow name and the step name. Therefore, you will be able to recognize the leads in it. Example: LSR/New Leads/In-process.