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This guide will show you how to delete pins on your mobile device.
Customer mode is a function that allows you to display information in sales-i in an easy to read and safe format that can be used in front of your customers. It removes cost, GP% and other profit-related information throughout sales-i.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a contact.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Saved Enquiry.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Saved Search.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin an Account.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin an Opportunity.
This guide is for Power Users only. It will show you how to enter monthly sales value targets for your Sales Users. You will then be able to see their performance against target in both graphical and numerical form.
Targets allows you to check sales performance against targets for the month and year. Please note: Targets can only be created by Power Users but can be viewed by all users.
Pins allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log in. Below is a detailed explanation of exactly what Pins does and does not allow you to do.