Sighten is excited to announce a new Sales Pipeline interface that enhances loading times, search features, and job status at a glance!

 

This article covers:

 

• How to revert from the List View to the previous Columns View
  
• Job view at a glance
  
• Search feature
  
• Toggling the Filter on and off
  
• Filter features
  

 

 

Reverting to the previous view of the Sales Pipeline is easy. Simply click on "Columns" at the top of the page.

The new List View shows a list of jobs in the Sales Pipeline, with the status of the job to the left of the name and address. 

• The  icon shows the job is a lead.
  
• The  icon shows the job is in system design.
  
• The  icon shows the job is in the quote stage.
  

 

The Search feature allows you to search for a job in the Sales Pipeline by Name, Address, Phone Number, or UUID.

The Filter on the left of the page can be toggled on and off by clicking the Filter button at the top of the screen.

Jobs can be filtered by Date Created, Last Updated, Product, User, Organization (if applicable), State and Credit Qualification Status. By mousing over you can select or unselect each option, or click "(only)" to select that criteria and no others. 

For information on the Ops Pipeline click here.