****** Software On Sailboats Pocket Sales Manager
****** Keywords: CRM software, mobile crm
Iconography
Top  Previous  Next

Iconography
Previous Top Next
There is a large number of different icons that can appear to the left hand side of an Opportunity when it is displayed in the Pipeline display window. We tried to make them intuitive (yeah, right!), but for those less-than-obvious ones, here is an explanation of each of the little beggars!

icon1 A normal Opportunity when the Pipeline is sorted in Opportunity Description Sequence

icon2 A 'WON' Opportunity when the Pipeline is sorted in Opportunity Description Sequence

icon3 A 'LOST' Opportunity when the Pipeline is sorted in Opportunity Description Sequence

icon34 An Opportunity which is neither Won, nor Lost, but which is past its due date.

icon4 A Watched, normal Opportunity

icon5 A Watched, and 'WON' Opportunity

icon6 A Watched, and 'LOST' Opportunity

icon37 A Watched Opportunity which is neither Won, nor Lost, but which is over its due date.

icon24 A normal Opportunity when the Pipeline is sorted in a sequence other than Opportunity Description Sequence

icon7 A 'WON' Opportunity when the Pipeline is sorted in a sequence other than Opportunity Description Sequence

icon8 A 'LOST' Opportunity when the Pipeline is sorted in a sequence other than Opportunity Description Sequence

icon38 An Opened Opportunity

icon9 An Opened Opportunity that is 'WON'

icon10 An Opened Opportunity that is 'LOST'

icon25 An Opened Opportunity that is overdue

icon11 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon12 When sequenced by a Sales Analysis category, this is a group icon for all 'Very Negative' rated Opportunities

icon13 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon14 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon15 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon16 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon17 When sequenced by a Sales Analysis category, this is a group icon for all 'Worst' rated Opportunities

icon18 When sequenced by Status, this is a group icon for 'Won' Opportunities

icon19 When sequenced by Status, this is a group icon for 'Contract' Opportunities

icon20 When sequenced by Status, this is a group icon for 'Engaged' Opportunities

icon21 When sequenced by Status, this is a group icon for 'Lost' Opportunities

icon22 When sequenced by Status, this is a group icon for 'Postponed' Opportunities

icon23 When sequenced by Status, this is a group icon for Opportunities with an 'Unknown' Status

icon33 Indicates a Group level within an Opportunity

icon26 Indicates an Open Group level within an Opportunity

icon32 Indicates a regular data field within an Opportunity

icon27 Indicates a selected, regular data field within an Opportunity

icon28 Indicates that the Journal entry for this Opportunity contains some text entry

icon29 Indicates that the Journal entry for this Opportunity contains no text entry

icon30When sequenced by anything other than Opportunity Description, Sales Analysis or Status, this is used to indicate a category level.

icon31 Either the Revenue or the Weighted Revenue for an Opportunity

icon36 Indicates the Opportunity Due Date field

icon35 Indicates the Opportunity Due Date field when an Opportunity is past the due date




***** Software On Sailboats Desktop Sales Manager v6
***** Keywords: Keywords: CRM software, mobile crm
***** Copyright 2006, all rights reserved.