The sales history is usually displayed near a company name and shown as three icons. Use the icons to get a quick look at your earlier relations with the company.
We'll walk you through the different colours of the icons. You can always hover over the icons to get more information.
The activity/appointment icon
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The company has no activities or appointments | ||
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The company has closed activities/appointments | ||
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The company has an open activity/appointment |
The opportunity icon
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The company has no opportunities | ||
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The company has a lost opportunity | ||
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The company has an active opportunity |
The sales icon
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The company has no previous sales | ||
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There are sales older than 12 months with this company | ||
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There are sales within the past 12 months with this company |