When you open 2020 Manager, the activities Dashboard screen will be displayed. This is the main screen, where you can check the activities and processes in progress, activity summaries and sales summary. It is also for her that we started a new process.
The company's organization chart is displayed in the header, and it is possible to change the store in which the information is inserted.
To search for information within 2020 Manager, use the magnifying glass. This is located in the header.
Through the button we have access to conversations with installers, customers and other participants.
By icon we have access to the employees' calendar, internal or external to the store, as well as the availability of resources and add, if necessary, a note.
On icon important system notifications will be displayed.
By icon we changed the default system language, maintained the password for release, activated Promob's support and left the account.
In the main tab we have information about the activities and processes enabled to our user, the fields for filtering activities and processes, the button create new process execution to create a new process, and based on the defined filter we have the summary graphics activities.
In the tab located in the right corner of the screen, we have the summary for the month applied in the filter. This summary can refer to the sale, sales order, opportunity, or sales order. Below is a summary of the employees' goals. Remembering that goals will only be displayed for users who have goal settings. This tab will be displayed only to the user who has permission for this view.
To display only the list of processes, without the graphics and summaries, click on see list.