Widgets and Reports
Laura DiNitto
33 steps
2 minutes
Avionte
Widgets
1
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.
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"
18
Click "Opportunities"
19
Click here.
20
Click "All"
21
Click "1. Prospect and qualify"
22
Click "1. Prospect and qualify"
23
Click "Create Date"
24
Click "Create Date"
25
Click "None"
26
Click "This Week"
27
Click "Run Report"
28
Click "Analyze"
29
Click "Sales"
30
Click "Sales Activities"
31
Click "None"
32
Click "This Week"
33
Click "Run Report"
Widgets and Reports
Laura DiNitto
33 steps
2 minutes
Avionte
Widgets
1
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.
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"
18
Click "Opportunities"
19
Click here.
20
Click "All"
21
Click "1. Prospect and qualify"
22
Click "1. Prospect and qualify"
23
Click "Create Date"
24
Click "Create Date"
25
Click "None"
26
Click "This Week"
27
Click "Run Report"
28
Click "Analyze"
29
Click "Sales"
30
Click "Sales Activities"
31
Click "None"
32
Click "This Week"
33
Click "Run Report"
