Updating the Sales Pipeline chart

Perform these steps only if you added a new sales process, or to modify the Sales Pipeline chart.

  1. In the M3 Mobility Core Toolbox, go to System configuration > Pipeline/Forecast settings > Pipeline.
  2. From the Available stages pane, select a sales process then click the right arrow to add the sales process to the Selected stages pane.
  3. From the Summary available stages pane, select a sales process and click the right arrow to add the sales process to the Summary selected stages pane.
  4. To view the Sales Pipeline chart, go to the Dashboard and refresh your screen.