Difference between revisions of "Sales"

From MobileX for Sage CRM Help
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[[File:footer_2020.jpg]]
 
[[File:footer_2020.jpg]]
  
and then click on the "Dollar" button
+
Pipeline parts are proportional to the number of cases/oppos in each stage.
 
 
[[File:salesButton.png]]
 
 
 
Pipeline parts are proportional to the number of cases in each stage.
 
  
 
[[File:Sales1b.png]]
 
[[File:Sales1b.png]]

Revision as of 23:24, 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

Pipeline parts are proportional to the number of cases/oppos 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