Recently Accessed Account
The Recently Accessed Accounts widget displays the list of recently accessed accounts.
For how to add widgets to the dashboard and manage them, see the relevant topics:
Recently Accessed Accounts Widget Configuration
You can adjust the following settings for the recently accessed accounts widget:
- Widget title — the name displayed on the dashboard. To change the name, clear the Use Default checkbox and provide a new name.
- Business unit — select the business unit to present statistics for.
- Role — select the user’s role (e.g., a sales manager, an administrator, a leads development rep, etc.) to see statistics for.
- Owner — select the owner for the widget to see statistics for a particular user.