CREATE CUSTOM BADGE

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1. From the desired dashboard, click Options

2. Select Panels

3. Click Options

4. Click New Badge

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5. Give the Badge a description, and select the type of record you want to target

6. Choose a background and foreground color. Click Filter.

7. Click the Plus sign

8. Click the magnifying glass

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9. Select the first field to filter on

10. Click the drop down to change the Operator

11. We selected Greater than or equal to

12. We set the value at $5000

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13. Click to add the next filter

14. We selected the Status field, and chose Active and On Hold. Click to save.

15. Click to save the badge

16. In Dashboard panels, click the plus sign

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17. Select your new badge

18. Click the check mark to save

19. We are going to place this at the top of the dashboard. First, we are hiding a badge we don't need.

CREATE CUSTOM BADGE

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20. Click to select your new badge and use the up and down arrows to place it where you like.

21. Left Click- Oncontact CRM - Google Chrome

22. Click to Save

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23. Your badge is now displayed. Click it anytime to open a current data set.

24. A new tab opens displaying your data.