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 ...

• How to push a card to the Workflow

  In order to push a card into a Workflow; you need to make sure these 2 steps have been completed beforehand: 1. A quote has been created 2. The status of the quote has been selected If these two steps are not followed, you will not have access to the ...