Welcome to Sites
Sites is designed to revolutionize your Salesforce experience by bringing all your objects together in one easy-to-navigate page. This powerful tool provides you with quick and convenient access to essential information, ensuring you can make informed decisions at a glance.
Each site gives you a detailed view of all related orders, including key details such as POS (Point of Sale), order status, quantity, and even product images. This comprehensive overview helps you manage your sales pipeline more efficiently than ever before. Simplify your workflow and enhance your productivity with Sites – your go-to solution for comprehensive and streamlined Salesforce management.
If you already have entered a specific site and want information on that page click link below
Inside a Site -Features Overview
What is Sites
This page displays a collection of sites linked to your account.
A site is an Object from Salesforce and an object can be a ship or a building.
View all orders related to the site
Order, quote PDF, case, inspection
Filters:
View All
Inspected Sites
Active orders
Filter between related orders and cases
...
To be updated
The Sites and Objects views are designed to provide an overview of the connected sites or objects related with your account. A site will be visible when a client has an order and a quote connected to the site AND when the site is populated with a stakeholder.
The Sites module is available for PBS accounts, while the Objects module is available for MOW accounts.
If you do not see this module it is not activated on your account. For more information on how to activate the module please visit How to activate myGlamox Online Features.