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
Company with an open activity/appointment | |
Company with closed activities/appointments | |
Company with no activities or appointments |
Opportunity
Company with an opportunity | |
Company with a lost opportunity | |
Company with no opportunities |
Sales
Company has bought within past 12 months | |
Company has bought 12+ months ago | |
Company has no previous sales |