The JoomCRM Lists Module is to displays a list of "Upcoming Tasks" for your JoomCRM user , OR "Total Deal Value" OR "Best Closing Rate" in a custom location / position on your website. In some cases, the information provided by this module is duplicate information as you may view or generate said information elsewhere within the main JoomCRM component such as viewing a list of upcoming tasks on your JoomCRM dashboard.
- If you wish to use the "JoomCRM Lists Module", click the name of the module to edit it.
- Configure the module to be published. For listing type, select the type of listing you wish to have such as "Upcoming Tasks" , "Total Deal Value" , or "Best Closing Rate". Note: You may only choose one type of listing at a time. Then choose the position of the module as in where you would like to have the module appear within your website's template. Then click the "Save and Close" button for the changes to apply.