Listview empowers users by providing an array of viewing options to navigate through available lists according to their specific needs. It enables users to conveniently switch and view the selected type, thereby enhancing their user experience.
Field Name | Field Description |
Estimate No/Date | The estimate number and generated date. |
Organization/Sales Person | The organization name and salesperson name for the estimate. |
LoB | The LoB segment of the estimate. |
Created By/Date | The estimate was created by(user name) and estimated generated date. |
Ref No | The reference number of the estimate. |
Stage | The current stage of the estimated. |
Total | The total value of the estimate. |
Filter: When users click on filter users can view estimates list under respective stage
Plus(+): Users can create new sales Estimates by clicking plus.
Up Arrow(^): Users can view the option Series, Permissions, Notifications and Templates by clicking up arrow.