Sales
Pipeline, credit holds, and deliveries to check before you quote or ship.
Where to find it: Left menu → Sales & CRM → Sales Dashboard
Step 1
Left menu → Sales & CRM → Sales Dashboard. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Look at holds first. Then open the quote or order that is stalling revenue. Do not discount from this board without opening the file.
Step 3
Opening a card should show the same customer and value as the list screens.
Yes. Sales Dashboard is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
The customer is over limit or overdue. Clear it in the customer file or wait for a receipt — do not ship around it.
