Sales history icons appear next to a company name. They're a quick way to view what's happening with a company.
There are three icons. These change depending on the status:
Activity/appointment
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Company with an open activity/appointment |
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Company with closed activities/appointments |
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Company with no activities or appointments |
Opportunity
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Company with an opportunity |
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Company with a lost opportunity |
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Company with no opportunities |
Sales
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Company has bought within past 12 months |
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Company has bought 12+ months ago |
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Company has no previous sales |