Widgets and Reports | Scribe

    Widgets and Reports

    • Laura DiNitto |
    • 33 steps |
    • 2 minutes

    Widgets

    1
    Navigate to [https://dst.myavionte.com/app/#/dashboard/](https://dst.myavionte.com/app/#/dashboard/)
    information ordinal icon
    Tip! these widgets will show you the open opportunities you have created as well as your recent contacted contacts.
    2
    Click "Add Widget"
    3
    Click "Contacts & Companies"
    4
    Click the plus sign next to opportunities
    5
    Click the plus sign next to last contacted contacts
    6
    Click "Close"

    Reports

    7
    Click "Companies"
    8
    Click "CRM Terms"
    9
    Click "Company Category"
    10
    Click "All Categories"
    11
    Select the category you want to search.
    12
    Click "All Sub-Categories"
    13
    select the option you want
    14
    Click "Done"
    15
    Click here.
    16
    Click "Analyze"
    17
    Click "Sales"