New Mission Control

May 20, 1-2pm  |  Room B  |  🟢 Operations 🟠 Sales

This is a session description. The description will briefly describe what a session is about so that a client can make a quick decision about whether or not they'd like to attend.

with Bonni Georgi

Media

Session Recording

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Slide Presentation

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Outline

1. Mission Control Workspace
     a. Columns
               i. Start Date
               ii. Job phase completion indicators
     b. Sales Person vs. Show All
     c. Refresh Statuses

2. Filters at Mission Control Basics
     a. Selecting completion filters
     b. Selecting search parameters
     c. Defining budget search
     d. Applying filters and search parameters
     e. Reset & clearing filters

3. Filter Extras
     a. Limit filter
     b. Extra filter
     c. Saving a filter profile
     d. Loading a saved filter profile
     e. Deleting a saved filter profile

4. What you may have forgotten
     a. Clicking an indicator & filtering lines at the job
     b. Show all vs. salesperson user
     c. Color indicators on the phase completion indicators
     d. Export function
     e. JR elements (project#, GPM rollup)