Difference between revisions of "Sales"

From MobileX for Sage CRM Help
 
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To see your sales pipeline click on the plus icon
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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
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Pipeline parts are proportional to the number of cases/oppos in each stage.
  
[[File:salesButton.png]]
+
[[File:pipeline.jpg]]
  
Pipeline parts are proportional to the number of cases in each stage.
+
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:Sales1b.png]]
+
[[File:Sales3a.png]]
  
Click on the pipeline to filter the list or click on the black arrow to open a filter dropdown.
+
This option is only available to users with certain privilages
  
[[File:Sales2a.png]]
+
[[File:Sales4a.png]]

Latest revision as of 23:27, 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.

Pipeline.jpg

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