Find sales job work

Sales jobs is the working list for locating sales work as it moves from Potentials through Inquiries, Offers, and Orders. Use this page to find an existing record, narrow a list, or move to an archived outcome list. Stage actions belong on the focused pages for each stage.

Before you start

The Sales jobs list appears when your account includes the Sales jobs subscription and a saved layout is selected. Open a row only when it belongs to a branch you can access. The list has no required form fields or validation groups. Its columns come from the saved list layout, so work from the headers visible in your own list.

Prerequisites

• You have access to the Sales jobs subscription.
• A saved list layout is selected.
• The record you want belongs to the branch available to your account when you open it.

Choose the list that contains the work

Each active list groups work by its place in the sales flow. Select Archived for recorded outcome work.

Prerequisites

• You know whether you are looking for active work or an outcome.

Steps

1. Open the Sales jobs list.

2. Select the list that matches the work you need:

   If you need to find…	Select
   All sales jobs	All
   Early opportunity work	Potentials
   Customer requests	Inquiries
   Offer work	Offers
   Order work	Orders
   Ended work	Archived

Result: The selected Sales jobs list is displayed. The Inquiries list also shows Job Missing Customer Survey.

Understand the Sales jobs list

The list is a grid of sales-job rows. In the Inquiries view, the grid displays Inquiry date, Inquiry type, and Inquiry stage. It displays Opportunity under Inquiry type, and Draft or Sent to principal under Inquiry stage.

The grid also provides per-column search boxes, a date-calendar filter, colored row-edge indicators, and pagination.

Open Table Layout to work with the list layout. It provides Save New Layout, Update Current, Delete Current, Columns Chooser, and Expand column width.

Open Settings. Select Filter Row or Group Panel from its menu. The archived-outcome grid does not provide the column chooser. Incl. archived Jobs is available in All; use Archived for the named outcome lists.

The list controls are Refresh, Table Layout, Settings, and Export.

The columns depend on the saved list layout. Use the headers currently shown in your list when you read or filter rows.

Filter and narrow the list

Use the list settings to display a filter row or a group panel. Row filtering is applied when you apply the filter; grouping is controlled through the list settings. In All, Incl. archived Jobs adds archived rows and refreshes the grid.

Prerequisites

• You have opened a Sales jobs list.

Steps

1. Select Settings.

2. Choose one list option:

   If you need to…	Select
   Filter rows	Filter Row
   Group rows	Group Panel
   Include archived rows in All	Incl. archived Jobs

3. Enter or select the filter values in the grid when Filter Row is displayed.

4. Apply the filter from the grid.

   If the filter contains forbidden characters, the list displays Forbidden characters detected. Please remove them and try again. Remove those characters and apply the filter again.

Result: The grid displays the filtered or grouped list. When Incl. archived Jobs is selected in All, the grid refreshes with archived rows included.

Use Archived to find outcome work

Archived is the list branch for work that has finished or left the normal active route. It provides links to the outcome lists.

Prerequisites

• You are looking for completed or ended work rather than active Potentials, Inquiries, Offers, or Orders.

Steps

1. Select Archived.

2. Select the outcome list that matches the work you need:

   If you need to find…	Select
   Lost work	Lost
   Regretted offer work	Regretted to Offer
   Cancelled inquiry work	Cancelled Inquiries
   Cancelled order work	Cancelled Orders
   Rejected order work	Rejected Orders
   Missed work	Missed
   Deleted inquiry work	Deleted Inquiries

Result: The selected archived outcome list is displayed. Outcome procedures continue on Missed, regretted, and cancelled jobs.

Open an existing sales job record

A sales-job row is the entry point to the existing record. Selecting a data row opens the record; the context menu also provides Open in new tab.

After the record opens, its work areas include Comments, Tasks, Activities, Attachment, Contacts, LGs, and Last Modifications.

Prerequisites

• The target row is visible in the selected list.
• The record belongs to the branch available to your account.

Steps

1. Open the record using one of these options:

   If you want to…	Action
   Open it in the current tab	Select the row.
   Keep the list open	Select Open in new tab from the row context menu.

Result: The selected sales job record opens.

When a list option is unavailable

Use the condition that matches what you see before retrying the list action.

Messages after a row action

Continue with the record

Opening a record ends the locating task on this page. The focused stage pages own the actions that change the work from one stage to another.

Prerequisites

• You have opened the sales job record.
• You know its stage.

Steps

1. Select the focused page for the stage of the record you opened:

   If the record is in…	Continue with
   Potentials	Potentials
   Inquiries	Inquiries
   Offers	Offers
   Orders	Order completion
   An archived outcome	Missed, regretted, and cancelled jobs

Result: The record remains open for the next focused task.