How do I view opportunities Sales Funnel filters from the iOS platform of Apptivo?

Updated on October 10, 2020 03:43AM by Admin

Opportunities Sales Funnel in Apptivo helps you to view the different layers of the opportunities sales stages and helps you to improve the conversion of the leads into opportunities. Filters are used to get accurate data for better evaluation. You can view the sales funnel from your iOS device with the Filters.

Steps to follow

  • Login and access your Opportunities app from your iOS device.

  • Click on the Dashboard, you can view all the list of dashboards.

  • Here, select the Sales Funnel and select the All Opportunities.
Sales Funnel

  • You can view the Sales funnel for all the Opportunities.
  • To get the filtered result, click on the Filter option on the header.

  • Select the From & To Date and click on the View Report.
Choose Date

  • You will get the Filtered Sales Funnel report.

View Report