My Sales Pipeline

The Sales Pipeline workspace will only be available if a campaign has been defined as using sales pipelines. This workspace displays details of all customers owned by you. The details included for each customer will vary from site to site.

The Sales Pipeline workspace is displayed by clicking My Sales Pipeline on the Shortcut Bar.

Associated Topics:

Opening the Related Customer Record

Calling the Related Customer

Displaying the Event Properties

Viewing the ContactPad

Locating on a Map

Setting a Follow Up Flag

Setting a Reminder

Adding a Calendar Event

Adding a Linked Alarm

Adding to your Phonebook

Selecting the Data Columns

Searching the workspace

Formatting the Data Grid

Displaying a Print Preview of the Data Grid

Printing the Data Grid