www.microkey.com

Dashboard View

This Help File Page was last Modified on 08/06/2017

  • Scroll to top of this topic Scroll to Top of Page

  • Print the current topic Print Topic

  • Send feedback on this topic by email Email Feedback

  • No expanding elements on this page Show/Hide Expanders

❑MKSales - Dashboard - Initially (and/or whenever selected from the MKSales Menu) the Dashboard page will be displayed:

 

HelpFilesMKSalesDashboard

MKSales Application - Dashboard View

 

•There are four sections within the Dashboard View:

1.Today's Appointments - A list of the Appointments for Today scheduled for this Salesperson (also see the Calendar chapter).

2.Pending Tasks - A List of the Tasks for this Salesperson that are not yet completed (also see the Tasks chapter).

3.Pending Proposals - A List of the Active Proposal for this Salesperson (also see the Proposals chapter).

4.Statistics - The number of  the1 - 3 items for this Salesperson that are listed above.