New Website - Revision history

Ashley DeBon: /* Report Menu */

2026-07-23T16:22:07Z

‎Report Menu

2026-07-23T08:20:17Z

‎Report Menu

2026-07-23T08:07:54Z

2026-07-23T08:06:19Z

2026-07-23T06:30:44Z

‎Sales Menu

2026-07-23T06:28:27Z

‎Sales Menu

2026-07-23T06:28:18Z

‎Sales Menu

2026-07-23T06:26:30Z

‎Sales Menu

2026-07-23T05:56:32Z

‎Sales Menu

2026-07-23T05:00:53Z

@@ Line 55: / Line 55: @@
 What Reports is for Review field activity, productivity, appointments, tasks, notes, and rankings. Run scheduled or one-off company reports. Download finished files from My Exports. Some items are full working screens (Appointments, Tasks); others are report or stats views.
-[[File:ReportMenu.png|350px|thumb|Report Menu]]
+[[File:ReportMenu.png|350px|thumb|Reports Menu]]
 More Info: [[Report Menu]]

← Older revision		Revision as of 08:20, 23 July 2026
Line 52:		Line 52:

	== [[Report Menu]] ==		== [[Report Menu]] ==
		+	Where it lives Sidebar → Reports. The Reports submenu fills dynamically from the company menu. In the menu API these items sit under the dashboard group, but they render in the Reports sidebar panel.
		+	What Reports is for Review field activity, productivity, appointments, tasks, notes, and rankings. Run scheduled or one-off company reports. Download finished files from My Exports. Some items are full working screens (Appointments, Tasks); others are report or stats views.
		+
	[[File:ReportMenu.png\|350px\|thumb\|Report Menu]]		[[File:ReportMenu.png\|350px\|thumb\|Report Menu]]

@@ Line 40: / Line 40: @@
 [[File:SignupView.png|300px|thumb|Signup]]
 <div style="clear:both;"></div>
 == [[Sales Menu]] ==
@@ Line 58: / Line 48: @@
 More Info: [[Sales Menu]]
 <div style="clear:both;"></div>

← Older revision		Revision as of 08:06, 23 July 2026
Line 39:		Line 39:

	[[File:SignupView.png\|300px\|thumb\|Signup]]		[[File:SignupView.png\|300px\|thumb\|Signup]]
		+	<div style="clear:both;"></div>
		+
		+
		+	== [[Report Menu]] ==
		+
		+	[[File:ReportMenu.png\|350px\|thumb\|Report Menu]]
		+
		+	More Info: [[Report Menu]]
		+
	<div style="clear:both;"></div>		<div style="clear:both;"></div>

@@ Line 45: / Line 45: @@
 Where it lives Sidebar → Sales. The Sales submenu fills dynamically from the company menu. In code the app and URLs use funnel (for example /funnel/...), but the product labels are Sales and Opportunities.
 What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system.
 [[File:SalesMenu.png|350px|thumb|Sales Menu]]

@@ Line 47: / Line 47: @@
 What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system.
-[[File:OpportunityFields.png|350px|thumb|Edit Opportunity Fields]]
+[[File:SalesMenu.png.png|350px|thumb|Sales Menu]]
 More Info: [[Sales Menu]]

← Older revision		Revision as of 05:56, 23 July 2026
Line 45:		Line 45:

	[[File:SalesMenu.png\|350px\|thumb\|Sales Menu]]		[[File:SalesMenu.png\|350px\|thumb\|Sales Menu]]
		+	Where it lives Sidebar → Sales. The Sales submenu fills dynamically from the company menu. In code the app and URLs use funnel (for example /funnel/...), but the product labels are Sales and Opportunities.
		+
		+	What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system.

	More Info: [[Sales Menu]]		More Info: [[Sales Menu]]

← Older revision		Revision as of 05:00, 23 July 2026
Line 39:		Line 39:

	[[File:SignupView.png\|300px\|thumb\|Signup]]		[[File:SignupView.png\|300px\|thumb\|Signup]]
		+	<div style="clear:both;"></div>
		+
		+
		+	== [[Sales Menu]] ==
		+
		+	[[File:SalesMenu.png\|350px\|thumb\|Sales Menu]]
		+
		+	More Info: [[Sales Menu]]
		+
	<div style="clear:both;"></div>		<div style="clear:both;"></div>