# 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.

| If you need to… | Go to |
| --- | --- |
| Find early opportunity work | [Potentials](doc:potentials) |
| Find a customer request | [Inquiries](doc:inquiries) |
| Find offer work | [Offers](doc:offers) |
| Find order work | [Orders](doc:orders) |
| Find an archived outcome | [Use Archived to find outcome work](#use-archived-to-find-outcome-work) |
| Continue with the full sales flow | [Sales jobs lifecycle](doc:sales-jobs-lifecycle) |
| Work on the record after opening it | [Sales job record](doc:sales-job-record) |

## 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**.

![Identify the active Sales jobs tabs and the three visible Inquiries columns.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7517274068c93ed726e006d8e98f20b8.png)

## 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 **Table Layout** to see the product controls it provides.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e8d9debb78d17f7761d951cd7c06c6b1.png)

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**.

![Select Settings to see Export, Filter Row, and Group Panel.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/35fe64a414b5cdb6455f18df1a1ee8ae.png)

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](doc: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**.

![Review the record companion tabs after opening a sales job.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5869e5582b7217f252dec521d5cca03.png)

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.

![Use the row context menu when you want a new tab.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d8e4aa2ddb9d20b20a053ff24c56788b.png)

## When a list option is unavailable

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

| What you see | What it means | What to do |
| --- | --- | --- |
| The Sales jobs list, tabs, or list controls do not appear | The Sales jobs subscription is not included. | Contact your administrator about Sales jobs access. |
| The grid does not appear | A saved layout is not selected. | Select a saved list layout. |
| A command is missing | The action is not available in this list. | Use another visible action or contact your administrator. |
| `Forbidden characters detected. Please remove them and try again.` | The filter contains forbidden characters. | Remove the characters and apply the filter again. |
| `Error loading accounts` | The account lookup used by the list could not load. | Retry the list action. |

### Messages after a row action

| Message | What it tells you |
| --- | --- |
| `Your request was completed successfully` | The request completed successfully. |
| `An error occurred while processing your request` | The request could not be completed. |
| `Job Deleted Successfully` | The sales job was deleted successfully. |

## 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](doc:potentials) |
   | Inquiries | [Inquiries](doc:inquiries) |
   | Offers | [Offers](doc:offers) |
   | Orders | [Order completion](doc:from-orders-to-delivered) |
   | An archived outcome | [Missed, regretted, and cancelled jobs](doc:missed-regretted-and-cancelled-jobs) |

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