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There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Leads processed today The basis are the Activities and SalesLead that were Created...

Operation with Mouse and Keyboard does not Reach Search Field 1. You can still click, even if it looks like the mouse pointer does not touch the Search bar, it will still be activated.  2. Under Settings - Accessibility - Typing you could activate "Assistive T...

Several options are available for entering products. The appropriate method can be chosen depending on the use case. The following Functions offer different ways to Add products to the Cart. Order template Predefined product list created in the backend, e...

Opportunity Win Rate The rate is calculated from the won opportunities in relation to all opportunities: Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities). Red: The...

Visits per Day Value shows the Average per Day (only days with at least one Visit are considered) Chart shows the last Year

Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.

There are 3 widgets available in the Complaint type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Complaint Current month The basis for the count is the field "Order date" from...

Menus Burger menu Kebap menu Meatballs menu List functions Searching Filter temporary sorting permanent sorting Settings Settings Export Excel export In progress functions New Edit Delete Exit Panel bar Expand panel bar Collapse panel...

Searching  In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER. If you enter a partial text in the Search, all results containing this partia...

Filter  The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu, Filters are not retained after leaving the page and must be activated anew each time. Th...

Delete  In various places, this button can be used to delete text entries. In Searching, the text is deleted; for example, when creating prospects, you can delete the fields, but if you do not save the change, the deletion will be discarded. New With the + in...

Expanding a Panelbar Just like when collapsing a Panelbar, you can expand it again to enter the information. The lower button is found within the upper one. A click on it opens the entry. Collapsing a Panelbar  In various places (e.g. at the Conclusion of ord...

Burger Menu  This menu is only available on the dashboard. Here you have access to some Functions, such as Trip reports, Contacts, etc., if the corresponding widgets are not displayed. Kebap Menu  In various places, you will find a menu in the upper blue area....

Excel export This function exports the content of the grid into an Excel document (xlsx format) 1. Only the currently visible columns are exported. 2. The set filter is taken into account during the export. 3. The sort corresponds to the current display in ...

This menu allows you to configure your view, set the default sorting, and determine which fields you want to apply a filter to. The values remain saved when the client is closed (unlike with the filter). You save the amendments via the tick at the top right of...

Sort Order The default sort order can be changed in the current view by clicking on a column header. First click: Ascending order of the selected column (further sorting is done according to the default sort order).  Second click: Descending order of...

The devices should correspond to the current standard. Assume that devices that are 4 Years old or older cannot provide the necessary performance. Furthermore, ensure that you allocate enough storage space on the devices for Pictures. A subsequent increase in ...

Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link:      https://business.apple.com/#/enrollment/form Instr...