Widgets and Reports | Scribe

    Widgets and Reports

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    • 2 minutes

    Widgets

    Navigate to [https://dst.myavionte.com/app/#/dashboard/](https://dst.myavionte.com/app/#/dashboard/)
    Tip! these widgets will show you the open opportunities you have created as well as your recent contacted contacts.
    Click "Add Widget"
    Click "Contacts & Companies"
    Click the plus sign next to opportunities
    Click the plus sign next to last contacted contacts
    Click "Close"

    Reports

    Click "Companies"
    Click "CRM Terms"
    Click "Company Category"
    Click "All Categories"
    Select the category you want to search.
    Click "All Sub-Categories"
    select the option you want
    Click "Done"
    Click here.
    Click "Analyze"
    Click "Sales"
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