Difference between revisions of "Sales"

From MobileX for Sage CRM Help
Line 1: Line 1:
To see your sales pipeline click on the plus icon
+
To see your sales pipeline click on the $ Oppos in the footer of your MobileX Screen, you may have to swipe across to see it
  
[[File:funcDropdownIcon.png]]
+
[[File:footer_2020.jpg]]
  
 
and then click on the "Dollar" button
 
and then click on the "Dollar" button

Revision as of 23:23, 31 August 2020

To see your sales pipeline click on the $ Oppos in the footer of your MobileX Screen, you may have to swipe across to see it

Footer 2020.jpg

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