👀 What’s New?
Introducing interlinked properties! (Stage filter in opportunities module)
👷 How It Works?
Now you can customize your widgets using interlinked properties. For example, you can choose a Pipeline and then select the Stage(s) within that pipeline. Here, Pipelines and Stages are interlinked, as Stages exist only under specific Pipelines. To utilize this feature:
1. Go to the widget.
2. Navigate to the Condition tab.
3. Select a Pipeline.
4. Click on the blue Add Stage button.
5. Choose the desired filter and Stages according to your requirements.
6. Additionally, Group by and View by drop-downs now have a Stage option as well.
🌟 Why it Matters?
This enhancement empowers users to analyze and gain insights into stages within different pipelines, facilitating deeper insights.
🚀 Important Notes
Stages can only be selected for an individual pipeline to display relevant data and maintain data consistency.