Comparison between sales representative and customer dashboard
The sections of a dashboard vary depending on the user role. This table shows
the sections available for sales representative and customer dashboards:
Sales Representative activity | Sales Representative opportunity | Customer dashboard |
---|---|---|
My Activities | My Opportunities | Overview |
Sales | Sales | Sales |
Budget/Sales | Budget/Sales | Budget/Sales |
Activity | Activities | |
Opportunity | Opportunities | |
Contacts | ||
Sales | ||
Quote | Quote | Quote |
Finance | ||
Customer | Customer | Customer |
Equipment | Equipment | Customer Equipment |