Recently Accessed Account 

The Recently Accessed Accounts widget displays the list of recently accessed accounts.

A sample of the Recently Accessed Accounts widget

Note

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.

Configuring the Recently Accessed Accounts widget