In today's fast-paced business environment, having access to critical information on the go is indispensable. This section introduces your tool for accessing sales goals and progress anytime, anywhere. We'll show you how the app provides real-time insights into sales performance!
If you have a full user license on the e-manage|ONE Cloud version, you automatically gain access to the e-manage|ONE Go app.
Logging In: Start by logging into the e-manage|ONE Go App. Use your normal e-manage|ONE Desktop Credentials to ensure a seamless transition between devices. If you need more information on logging in, refer to this detailed section for guidance: Sign In to the Go App
Accessing Dashboards: Once logged in, locate and select the "Dashboards" tile. This is typically positioned in the top section of the screen. The Dashboards are your gateway to a comprehensive view of various sales metrics and progress indicators.
Viewing Progress: In the Dashboards area, tap on the Progress tab. Here, you'll find a detailed view of your Year-To-Date (YTD) progress, including both your booked sales and your opportunity progress. This tab gives you a quick overview of how close you are to achieving your set goals. Additionally, the Sales Leaderboard, also located in this section, offers a competitive insight into how you rank in comparison to your peers.
Focusing on Opportunities: For a more focused view, select the Opportunities tab. This section is dedicated to your Opportunities forecast, allowing you to track potential sales and upcoming deals. It's an excellent tool for keeping an eye on future sales prospects and planning accordingly.
By following these steps, you can effectively use the e-manage|ONE Go mobile app to stay updated on your sales goals and performance. This mobile access not only enhances your ability to track progress but also ensures that you're always equipped with the latest data to make informed decisions, no matter where you are.