The following topics are covered in this article:
Go to the “Navigator Menu” screen in the Mobile App ⤵
Activate the Menu and then the “Navigator” Menu Item ⤵
Targets and Goals on the Mobile App
Swipe to the left to view the different Targets ⤵
Click on the cog wheel icon in the upper right of this card to turn the card over and set the “Target Goal” ⤵
Notice the filter in the upper left — if this is set to “All Items”, the Target is for everyone that uses Pipeliner at your company ⤵
If you are seeking to set a “Personal Goal”, click on the filter icon and select the “My View”. Then click the cog wheel icon in the upper right of this card to turn the card over and set your own personal quota or goal.
The “Trend Overview Card” provides a comparison of “Target Types” over time ⤵
Touch this card to get a better view of the difference between the targets for specific periods of time such as each month. Swipe to the left to see what those targets look like over the upcoming periods ⤵
If you are seeking to only view certain Targets, click the cog wheel icon in the upper right of this card to turn the card over and check those Targets.
The “Activities Card” provides a visual approach to the due dates of the Opportunities and Activities as well as drilling down into the details ⤵
There are three tabs at the top of this card (Today, Overdue, To Do) which narrow down the activities that you or your team (the “All Users” or the “My” filter) have in Pipeliner based on their due dates (or closing dates) ⤵
Touch any one of these to view the details of that activity and modify it such as completing the task and changing the status field from “Not Started”, to “Completed” ⤵
Click the cog wheel icon in the upper right of this card to turn the card over using the checkboxes to select certain types of activities, or a certain number of activities at a time to view on the front of the card.
NOTE: Items in Red indicate that it is overdue ⤵
The Suggestions Card provides some visual insightful information specific to you and your team's things to help move Opportunities and Leads forward in your process. Click on any one of the suggested line items in the card to get a detailed view of what of each item ⤵
add a screenshot of the Suggestions Card with Inactive Leads (old) appearing on this card on the Mobile App.
Deselecting the Navigator Cards
To deselect viewing any of the Cards in the Navigator menu, click the pencil in the upper right of the Navigator Menu. Then use the checkboxes to select or deselect the cards. Alternatively, turning any one of the cards over will allow you to select the “Hide Widget From Screen” option ⤵