Color code

Please refer to the System Information in the User's Guide

• Related Articles

• Establishing the objectives

  1. Go to the sales board to set up the points objectives and the points per salesperson 2. Have a good understanding of the objectives with the icons 3. Modify the objectives and points by directly clicking on the vendors point chart 4. Set the color ...

• Creating a view

  In each page of the Sales Module; you will have an Opportunities dashboard with default columns. You are able to create your own views with your desired columns and filters. As a Sales manager/director, you can create group views that only you have ...

• Create a Label

  Labels are very popular when you want to filter a customer by a specific vehicle, event, sale, etc... The label is easy to apply and easy to find. You can look at the following articles: However, before you can even add a label, you have to create ...

• Workflow schedules

  You can create as many schedules as you want. Always keep in mind that the schedule can only be created with cards from a Workflow. You can consult this article to create a workflow: Article. If you have several branches, you can create one schedule ...

• Workflow

  The workflow has been designed with columns and color coding so that everyone can follow the evolution of the product. From the date of the sale to the delivery. Every change an employee makes on the card, everyone will be able to see that change ...