Sales: Difference between revisions

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Click on the "Dollar" button to see your sales pipeline
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:Sales1.png]]
[[File:footer_2020.jpg]]


Click on the pipeline to filter the list
Pipeline parts are proportional to the number of cases/oppos in each stage.
 
[[File:pipeline.jpg]]
 
Click on the pipeline to filter the list or click on the black arrow to open a filter dropdown.
 
[[File:Sales2a.png]]
 
Clicking on the name of the user opens a dropdown which allows you to visit a different users Sales Pipeline
 
[[File:Sales3a.png]]
 
This option is only available to users with certain privilages
 
[[File:Sales4a.png]]

Latest revision as of 00:27, 1 September 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

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

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

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

This option is only available to users with certain privilages