Active Leads Configuration-Fields

Field	Description
Name	Enter a title for the dashboard configuration.
Work Process	Select a work process to which you want to define the lead status dashboard from the dropdown.
Select Activity Form	NA
Select work list field	Select a work list field that is configured with the lead category list (with items such as Hot, Warm, and Cold).
Select List Items	It is a dropdown field that displays the items in the lead category list which you configured to the above field. Select the required lead categories. You can see the metrics for the selected lead categories.
Select work number field	Select a number field from which the dashboard has to calculate the active revenue. Note: This fields is automatically hidden if you select work currency field.
Select work currency field	Select a currency field from which the dashboard has to calculate the active revenue. Note: This fields is automatically hidden if you select work number field.
Select form list field	NA
Select form List Items	NA
Select form number field	NA
Select form currency field	NA

Name

Enter a title for the dashboard configuration.

Work Process

Select a work process to which you want to define the lead status dashboard from the dropdown.

Select Activity Form

NA

Select work list field

Select a work list field that is configured with the lead category list (with items such as Hot, Warm, and Cold).

Select List Items

It is a dropdown field that displays the items in the lead category list which you configured to the above field. Select the required lead categories. You can see the metrics for the selected lead categories.

Select work number field

Select a number field from which the dashboard has to calculate the active revenue.

Note: This fields is automatically hidden if you select work currency field.

Select work currency field

Select a currency field from which the dashboard has to calculate the active revenue.

Note: This fields is automatically hidden if you select work number field.

Select form list field

NA

Select form List Items

NA

Select form number field

NA

Select form currency field

NA