Newbie question about Dashlet

**mrteeth** · 2010-11-23, 04:23 PM

My boss wants to view the dollar amound in my pipeline. Where can I enter in the dollar amount so that it can show in the dashlet?

I've created a 'Lead'. In that lead, I was able to put in an "Amount". However, it doesn't show up in the dashlet. Is that because it's still a lead?

Anyone?

Thx

**andopes** · 2010-11-23, 04:40 PM

In order to display the Dollar sign you must customize the Dashlet by hand, which requires SugarCRM development skills.
"My Pipeline" displays only Opportunities, so you must conver the Lead into a Contact, Account and Opportunity in order to display that on Pipeline.

Cheers

**mrteeth** · 2010-11-23, 05:13 PM

Can you do me a huge favor and explain to me the steps to do this? He's relying on me to get this done, I'm new to Sugar and our tech guy is not responsive enough.

Let's say, I have a contact in there right now

John Smith from ABC company. I have all his info and have a note created for him with the emails and voicemails I've left for him. That's it so far.

How do I
"Convert the Lead into a Contact, Account and Opportunity in order to display that on Pipeline"?

Thanks again