Sales: Difference between revisions
From MobileX for SageCRM
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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: | [[File:footer_2020.jpg]] | ||
Click on the pipeline to filter the list | Pipeline parts are proportional to the number of cases/oppos in each stage. | ||
[[File:pipeline.jpg]] | |||
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:Sales3a.png]] | |||
This option is only available to users with certain privilages | |||
[[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
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
