Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
|
us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] admin |
us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] (Trenutna) admin |
||
|---|---|---|---|
| Vrstica 89: | Vrstica 89: | ||
| These filters can be found on the top of every view in Opportunity module. See picture below. | These filters can be found on the top of every view in Opportunity module. See picture below. | ||
| - | {{us:slobase:manual:c_modules:basic_search_opportnities.jpg?450}} | + | {{us:slobase:manual:c_modules:opportunities_filters.jpg?450}} |
| By choosing the owner of the opportunity and sales stage, you can quickly see how many and which opportunities someone has in closing or if he has enough new opportunities. | By choosing the owner of the opportunity and sales stage, you can quickly see how many and which opportunities someone has in closing or if he has enough new opportunities. | ||
| - | These filters work in combination with the predefined views on the Opportunity module. You can save a view of all open opportunities for specific opportunity type (solution) and you use quick filters for choosing a specific sales person or/and sales stage. You an choose an individual or more sales people or sales stages. | + | These filters work in combination with the predefined views on the Opportunity module. You can save a view of all open opportunities for specific opportunity type (solution) and you use quick filters for choosing a specific sales person or/and sales stage. You can choose an individual or more sales people or sales stages at once. |
| - | <note>Example: You have a constant view of "All open opportunities for specific Opportunity type". By using quick filters above the view you can see how many opportunities a specific sales person has in a specific sales stage for this type of business.</note> | + | <note>Example: You have a constant view of "All open opportunities for Automotive". By using quick filters above the view you can see how many opportunities George has in sales stage 4-Closing.</note> |
| You an read more about [[us:slobase:manual:b_usage:g_views|creating views here]]. | You an read more about [[us:slobase:manual:b_usage:g_views|creating views here]]. | ||
| ~~ODT~~ | ~~ODT~~ | ||