Introducing Interlinked Properties in Account Dashboards

We’re excited to announce the introduction of our new feature: Interlinked Properties in Account Dashboards. This new feature allows each of your accounts to have even more customization tailored to your unique needs.

Here’s how this update works:

Customize Widgets Using Interlinked Properties

Now you can customize widgets using interlinked properties. For instance, you can select a Pipeline and then specify the Stages within that pipeline. Just remember, Pipelines and Stages are interlinked because Stages only exist under specific Pipelines.

If you want to dive in and start using this feature, follow these steps:

  1. Go to the widget on your account.
  2. Head over to the condition tab.
  3. Choose a Pipeline.
  4. Select the blue “Add Stage” button.
  5. Specify the filter and Stages as per your needs.
  6. Furthermore, the Group by and View by drop-down menus now offer a Stage option as seen in this



image.

Understand Why this Update Matters

Where does this update bring value to you? This enhancement empowers users to analyze and gain insights into different Stages within separate Pipelines. By having the ability to customize widgets using interlinked properties, you’re able to delve deeper into understanding your data and getting meaningful insights.

Remember Some Important Points

Before you get started with this update, it’s worth noting that Stages can only be selected for an individual pipeline. This is to display relevant data and maintain data consistency across your account.

Ready to make the most out of this valuable update? Feel free to dive in and start customizing your widgets using interlinked properties now.

In Case You Missed It: Also, check out our latest update on enhanced communication features and explore how they can benefit your business.

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