Sales Mode

Sales Mode is a way to intelligently hide information that a prospect does not need to see.

Turn On

To turn on Sales Mode click the Vertical Menu in the top right corner>Sales Mode

Sales Mode stays on until you turn it off. Even if you log out and log back into the application, you will remain in sales mode.

Fields Hidden

Sales Mode will hide all of the opportunity details including:

• Stage
• Amount
• Close Date
• Notes