Jobs List

See the below instructions for how to view each Job's information in a list format.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago


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1. Scroll down

Scroll down

2. Click on Jobs List

Click on Jobs List

3. Your Jobs List looks like this

Your Jobs List looks like this

You can sort the list by its different columns by clicking on the arrows next to each title....


4. Status

Stauts

5. Jobs

Jobs

6. Customer

Customer

7. Proposal/Invoice

Proposal/Invoice

8. Total amount of the deal

Total amount of the deal

9. Total paid at that time

Total paid at that time

10. Remaining Balance

Remaining Balance

11. Deal Stage

Deal Stage

12. Deal Stage Date

Deal Stage Date

You can filter your search also by name, Status, and Deal Stage...

Click on Search:Status: โ€ฆ
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