Sales: Difference between revisions
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[[File:Sales2a.png]] | [[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]] | |||
Revision as of 14:38, 8 November 2017
To see your sales pipeline click on the plus icon
and then click on the "Dollar" button
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.
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
