Last Revised: 21 Aug 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
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.
Home Page Layout Manager. The availability and location of Chart View will depend on your company's configuration.Tip: Your Veloxity CRM administrator configures Chart View in the
You are looking at a screenshot of Selecting a Predefined Search in Chart View:
Figure 1. Selecting a Predefined Search in Chart View.