Leads - Current Sales Person Leads

Owned by Georgios Vasilakos (Unlicensed)
Last updated: May 16, 2023
1 min read

Widget UX Details

The Leads widget is displayed in Sales Person Card Page Dashboard. In order this widget user selects a Sales Person from Sales Person grid list and then tab Details. From the next page user selects eye button, to load the Dashboard. When the dashboard loads from the action button selects the option "Add Widget". Then the user selects the widget to add to dashboard.

TitleLeads
Resource Key - TitleOD0000fa-IR5
DescriptionCurrent Sales Person Leads
Business Case1551
ComponentGrid list
Bottom Link URL/SalesOpportunity/LeadsGridList/
Entity DashboardSales Person Card Page



Widget Functional Details

Widget Grid List

Columns

  • Lead Group Name
  • Source

Widget Redirection

When the user clicks the widget the page is redirected to the Leads grid list

Widget Technical Details


EntityNameIDMS_LeadsInfoView
EntityKey (For filtering)SPCode
SortPropertyU_IDMS_CrtDateTime
TopCountItems10
ODataFilterOPPCode eq null and IsActive eq 1
EntityKeyTypeString
Live Data Group NameOne.Dealer.Models.Entities.IDMS_Lead
SortDirectionDesc
Fully Qualified Name InterfaceOneCore.Core.Interfaces.Common.GridDashboardWidgets.GridListWidget.IGridListItemsWidgetManager, OneCore.Core.Interfaces
Method NameGetGridListItems