Sales: Difference between revisions
From MobileX for SageCRM
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To see your sales pipeline click on the | 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]] | ||
and then click on the "Dollar" button | and then click on the "Dollar" button | ||
Revision as of 01:23, 1 September 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
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
