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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Menus and Navigation

1. Navigation Menu I

  1. Click here to add a New Opportunity 1).

  2. The default view. The Pipeline. The total revenue in your Pipeline is indicated (2).

  3. View/Edit or Add New Clients. The total Clients in Saleslook are indicated (3).

  4. View/Edit or Add New Leads. The total Leads in Saleslook are indicated (4).

  5. The Salesplan. Your annual sales targets are setup here. The total percentage of Actual vs Revenue for the year target is indicated (5).

  6. Reports detailing Pipeline/Opportunity activity are viewed from here (6).

  7. Team View. If you have additional users assigned you can view them here. The total number of users in your Team View are indicated (7).

Pipeline_March24-navigation1.png

2. Navigation Menu II

  1. Click here to Print your current view (1).

  2. Click here to view Help & Learning (2).

  3. Click here to enter User Settings (3).

  4. Click here to change your Clock view (4).

Pipeline_March24-navigation2.png

3. Saleslplan

  1. A summary of Salesplan data. This shows your annual sales Targets vs Actual and the percentage achieved of the target (1).

Pipeline_March24-salesplan.png
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