From MobileX for Sage CRM Help
Revision as of 23:24, 31 August 2020 by Crmtogether (talk | contribs)

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.


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