/
5. Sales Person Dashboard
5. Sales Person Dashboard
- Georgios Vasilakos (Unlicensed)
Owned by Georgios Vasilakos (Unlicensed)
The user navigates to sales person card page dashboard through (
) on the top left corner.
The user can choose a sales person from the grid list and then from the top right corner (
) select to change view.
From the top right corner the user can also choose from actions :
- Customize dashboard
- Add widget
- Set this view as default
| Name | Description | Component | Resource key | Business Case |
|---|---|---|---|---|
| To Do | - | CustomRazorView | - | |
| Sp Details | CustomRazorView | - | ||
| Opportunities | Current Sales Person Opportunities | Grid List | OD0000638 | |
| My Opportunities | Grid List | OD0004398 | 12097 | |
| My Leads | Current Sales Person Leads | Grid List | OD0004397 | 12097 |
| Leads | Current Sales Person Leads | Grid List | OD0000fa-IR5 | 1551 |
| Complaints List | TileLinkWidget | OD0005060 | 2504 | |
| Activities | Current Sales Person Activities | CustomRazorView | COMM00022 | |
Related content
Sales Persons
Sales Persons
More like this
1. Home Dashboard widgets
1. Home Dashboard widgets
More like this
SP Details
SP Details
More like this
Sales assignments
Sales assignments
More like this
To Do (SP)
To Do (SP)
More like this
3.1 Dashboard (customize Dashboard)
3.1 Dashboard (customize Dashboard)
More like this