Creating a Widget for every workflow step

To better identify the leads in the step they have reached in the workflow, consider 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.

See the Workflow step in a Widget

• Go to your dashboard and click on the little gear on the top right.
• Enable the Smartlist that you’ve just created to show as a widget on the Dashboard.
• Repeat the above for all the steps in your workflows. As a result, you can have a widget for every step of your workflows shown on the Dashboard.