We have redesigned and rearranged the buttons on the dynaMACS Sales IQ screen to make navigation easier and more intuitive. There are two new buttons on the Sales IQ Home screen, the Back button and the Home button. You will also notice that some of the buttons have a different cosmetic look.
Old Screen . . .
New Screen . . .
New Back Button
The new Back button is active on any “Drill-Down” screen. Drill-Down screens are accessed by right clicking on a record and selecting Show Manufacturers, Show Customers, Show Sales Reps or Show Details from the Manufacturers, Customers or Sales Reps tabs in Sales IQ (Sales IQ Drill-Down). The Back button will take you back to the previous Sales IQ screen.
- Notice that the Back button is disabled in the Sales IQ Home screen in the example below. We selected the manufacturer Lee Jacob Mfg, right clicked and selected Show Customers.
- In the Sales IQ Drill Down screen you will see that the Back button is now activated. By selecting this button you will be returned to the previous screen (Sales IQ Home).
New Home Button
The new Home button will close all of the Drill-Down screens and bring you back to the Sales IQ Home screen Overview tab.
- In the following example we have selected the Home button from the 3rd Sales IQ Drill Down screen.
- After selecting the Home button you will be returned to the Sales IQ Home screen.
Saving Sales IQ Filters
The Sales IQ Filters are now saved after exiting Sales IQ. You can access the saved filters by toggling between Filtered data and Normal data.