Sales

From MobileX for Sage CRM Help
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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

Footer 2020.jpg

Pipeline parts are proportional to the number of cases/oppos in each stage.

Pipeline.jpg

Click on the pipeline to filter the list or click on the black arrow to open a filter dropdown.

Sales2a.png

Clicking on the name of the user opens a dropdown which allows you to visit a different users Sales Pipeline

Sales3a.png

This option is only available to users with certain privilages

Sales4a.png