Sales: Difference between revisions

From MobileX for SageCRM
No edit summary
No edit summary
Line 3: Line 3:
[[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 00:24, 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