Displaying, creating and editing cases

An overview of all cases can be found via the Sales/Sales/Sales cases overview menu. From this overview, you can jump directly to a data record by clicking the Keyword.

Via Sales/Sales/Scope of Delivery, you can additionally open an overview list of the scope of delivery, which shows the usage of products in the scope of delivery of sales cases.

Geo-integration for map representation of the pipeline

At the overview list, the functions in the "Map": ... function menu are available to display the number of cases at the company address and a small pie chart with segments according to the selected compression crite­ria on a map.

Tip: The overview list is initially empty. Use a combination of quick filters to display cases. Then compress according to the criteria for the map representation.