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Recently Accessed Accounts

The Recently Accessed Accounts widget displays the list of recently accessed accounts.

../../../_images/recently_accessed_accounts.png

Note

For how to add widgets to the dashboard and manage them, see the relevant topics:

Recently Accessed Accounts Widget Configuration

You can adjust the following settings for the recently accessed accounts widget:

  • Widget title — the name displayed on the dashboard. To change the name, clear the Use Default check box and provide a new name.
  • Business unit — select the business unit to present statistics for.
  • Role — select the user’s role (e.g. a sales manager, an administrator, a leads development rep, etc.) to see statistics for.
  • Owner — select the owner for the widget to see statistics for a certain user.
../../../_images/recently_accessed_accounts_config.png
Browse maintained versions:3.01.122.02.32.6

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