Required Actions

This widget displays the data based on the matrix selected in the On Your Radar widget.

The widget comprises of these matrices:

• Opportunity Activities Due: This matrix displays the slim cards which contains an icon, count of activities, description and Review option. Click Review to open the corresponding modal form wherein you can navigate to specific open issues. See, Opportunities Needing Attention

• Follow Ups Due: This matrix displays the important follow-up activities that are due. Click Review to open the corresponding modal form wherein you can navigate to specific follow-up tasks. For example, Follow up Activities Requires Review.

• Estimate Follow Ups: This matrix displays the pending estimate user activities. Click Review to open the corresponding modal form wherein you can navigate to specific customer reviews. For example, Follow up Estimates Activities Requires Review.

• Orders Needing Attention: This matrix displays the pending order activities of customers. Click Review to open the corresponding modal form wherein you can navigate to specific customer reviews. For example, Orders Activities Requires Review.