Topico

Tablero de Ventas de Pipeline

Introducción

Cada persona de ventas puede agregar el widget Etapas de venta a su Dashboard y seleccionar las etapas que desea supervisar.

Instrucciones paso a paso

1 - Vaya al panel de control haciendo clic en el icono de inicio en la barra de herramientas

2 - Haga clic en el botón Agregar widgets

3 - Desplácese hacia abajo y haga clic en el botón Agregar al tablero de mandos junto a la sección Etapas de venta

5 - Una vez que el widget esté en el panel de control, puede hacer clic en Configuración para seleccionar o deseleccionar las etapas que desea supervisar.

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