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 | |
Add Comment