Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Step-by-step guide
Navigate to Chart View.
Click the Chart Title.
Select a predefined search from the picklist.
Each predefined search provides a real-time query of the data specified in the search and then displays the results in the chart.
The chart automatically updates.
Tip: Your Veloxity CRM administrator configures Chart View in the Home Page Layout Manager. The availability and location of Chart View will depend on your company's configuration.
You are looking at a screenshot of Selecting a Predefined Search in Chart View:
Figure 1. Selecting a Predefined Search in Chart View.
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