Difference between revisions of "Sales"

From MobileX for Sage CRM Help
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[[File:Sales2a.png]]
 
[[File:Sales2a.png]]
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Clicking on the name of the user opens a dropdown which allows you to visit a different users Sales Pipeline
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[[File:Sales3a.png]]
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This option is only available to users with certain privilages
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[[File:Sales4a.png]]

Revision as of 14:38, 8 November 2017

To see your sales pipeline click on the plus icon

FuncDropdownIcon.png

and then click on the "Dollar" button

SalesButton.png

Pipeline parts are proportional to the number of cases in each stage.

Sales1b.png

Click on the pipeline to filter the list or click on the black arrow to open a filter dropdown.

Sales2a.png

Clicking on the name of the user opens a dropdown which allows you to visit a different users Sales Pipeline

Sales3a.png

This option is only available to users with certain privilages

Sales4a.png