Sales: Difference between revisions

Latest revision as of 01:27, 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

@@ 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
+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]]