Sales

From MobileX for SageCRM
Revision as of 23:23, 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

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