The Sales Rep dashboard first section lists the 10 most recent Job Cards and or quotes you were the sales person of.
The bottom section lists all your quotes, its expandible by selecting the dropdown.
Sales Rep
PFIM-Business
⌘K
- Sign Up to PBS as a Customer
- Getting Started
- Debtors
- Creditors
- Contacts
- Service Desk
- JobCards
- Technicians
- Inventory
- General Ledger
- Dashboards
- Reporting
- Communication
- Configuration
- TimeSheets
- Point of Sale
- Technician
- Logging a Support Call with PBS-Software
- User Profile
- Home
- PFIM-Business
- Dashboards
- My Dashboard
- Sales Rep