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1.2.2. Sales Desktop

The Sales desktop provides an easy means for quickly accessing basic sales information. The desktop also provides graphical links to commonly used Sales module screens.

Sales Desktop

When using the Sales desktop, you are presented with the following widgets:

Tip

If you close a desktop widget by mistake, you can reopen it from Window > Desktop > Widget.

Sales Activities

Displays summarized information about currently open Quotes and Sales Orders.

Sales History

Displays either sales or booking history, depending on your preference. Click on the gear icon to toggle between bookings and sales―and to specify the time period you want the widget to use.

Sales Orders

Displays detailed information about open Sales Orders.