Sales

From MobileX for Sage CRM Help
Revision as of 14:35, 8 November 2017 by Crmtogether (talk | contribs)

To see your sales pipeline click on the plus icon

FuncDropdownIcon.png

and then click on the "Dollar" button

SalesButton.png

Pipeline parts are proportional to the number of cases 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