Not all of the sales status views may be useful to your business. Tradar allows you to easily order the way in which the views are displayed or to hide the views from the main console window if you do not currently need them.
Views may be fully customised and added to at any stage also - that is covered elsewhere.
Click the Edit - Sales Status menu option
The Sales Status Maintenance Screen will appear
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This will delete the Sales Status from Tradar. Some statuses can not be deleted |
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Shows the number of records in Tradar that currently meet the criteria for this status |
Active |
Toggling this on and off causes the view to appear or not appear in the Tradar console. This is preferred to deleting saless statuses |
Order |
Change the number in the order field to cause the status view to appear higher or lower in the Tradar console. |
Name |
This is the name of the view that appears in the console |
Selection |
This is the criteria upon which Tradar causes a record to displayed in this view |
