Add Account button on the Birds Eye View
Would it be possible to add an Account button to the Birds Eye View Sales Outlook so we can quickly view how accounts are preforming?
1
vote
Jason Wilson
shared this idea
Account and Agency have been added to the Sales Outlook for salespeople.
Managers should run a report (Forecast Report is a great start) in order to get similar information as the reports are built to handle the larger amounts of data where the Sales Outlook is optimized for quicker navigation experiences with smaller amounts of information.