Prioritize sales jobs by work status

Use the Sales Jobs worklists to distinguish active inquiries, offers in progress, and accepted orders requiring downstream attention.

Before you start

• Access to the Sales app and Sales jobs.

Steps

1. All on Sales jobs — Provides the broad sales worklist.

   

2. Iquiries on Sales jobs — Narrows the worklist to active inquiries.

3. Offers on Sales jobs — Narrows the worklist to quotations in progress.

4. Orders on Sales jobs — Narrows the worklist to accepted work needing downstream attention.

Result

Narrows the worklist to accepted work needing downstream attention. Confirm this on Sales jobs.

Screens involved

Sales > Sales jobs