🔗 This feature is available for all plans.
For detailed information about each plan, you can check it out 👉 here.
One of the options you have within the sales menu is the ability to filter for quicker searches.
From the web version
Click on the "funnel" icon located in the top-left corner of the screen to display all available filters. You can filter by:
Product Type: by entering the article's title, you can search for the product.
Rate: discount applied to the product.
Status: based on the phases you have defined for orders (for example: submitted, pending, draft, approved).
Company: which company the order is assigned to.
Opportunity: the opportunity associated with the order.
Responsible: who is responsible for the order.
Value: the total monetary amount of the order.
Date: the validity period of the order.
Y desde movilidad el embudo te permite filtrar por:
Estado: fases de los pedidos (por ejemplo: presentado, a la espera, borrador, aprobado).
Empresa: a que empresa está asignado el pedido.
Responsable: quien es el responsable del pedido.
Importe: cantidad monetaria total del pedido.
Cierre esperado: validez del pedido.
Dispositivo android | Dispositivo iOS |
Dispositivo android | Dispositivo iOS |