Sales Culture > Sales Pipelines
View Sales Leads
Posted by i3Teamworks Admin on 25 Jun 2019

From here Sales Person may view the Lead's value, estimated closed sales and it can linked to your Customer profile.

1. From your Main Dashboard, tap on SALES  and click Sales Pipeline

2. Click on 

3. Enter the filter criteria and click button to retrieve the data.

  • Select the Sales Pipeline type either "Case Basis" or "Monthly Recurring Revenue"