I changed my Opportunity to a “Win,” but now I cannot find it in the Opportunities list!
Once you mark and “Opportunity” as “Won,” it becomes a “Job” so it will no longer be visible on the Opportunity list. In other words, it is no longer potential business (an “Opportunity”) but rather current or...Equilibrium Navigation Tip
No matter where you are in Equilibrium or what you’re doing, you can click on the Equilibrium logo in the upper left-hand corner of the screen to get back to your home dashboard. This is very helpful for salespeople who want to quickly check their...Manipulating List Views
Throughout Equilibrium, you will find several different lists containing potentially pages and pages of data (the longer you use Equilibrium, the more data you’ll accumulate). We present the data to you in a basic format that we feel may be helpful. ...How does a sales manager reassign a lead from one sales person to another sales person?
On the lead record, click Edit in the lower left-hand corner, scroll down to the “Lead Owner” and select the new salesperson’s name from the drop down. Click Save & Close. To find all of the leads that belong to one salesperson (in the event of...How Do I Change My Password?
In Equilibrium you can keep one password or you can change your own password as often as you’d like.
Searching with the Sidekick
Sidekick Search can find almost anything you can work on in the system, such as lead & customer names, quote names or numbers, and much more. It’s as simple as putting your cursor in the search box and starting to type! Equilibrium conducts an...Remember to Save Your Work!
Every time you enter information in Equilibrium’s quotes and/or opportunities, you should save your work by clicking Save or Save & View in the lower right-hand corner. Save enables you to save what you have entered while continuing to enter more...Rearranging Your Dashboard
You can drag and drop your dashboard widgets to rearrange them in a way that makes sense to you. We recommend that you move your “My Recent Tasks” and “My Appointments” Widgets to the top of your dashboard. This keeps them within view so you don’t miss any...Managing Dashboard Widgets
Dashboard widgets can be hidden or closed by using the icons in the upper right-hand corner of the widget. Hidden widgets can be made visible again by clicking on the small triangle icon. Widgets that have been closed can be placed back on your dashboard by going to...Get More from Your Dashboard Charts and Graphs
You can click on a “slice of the pie” on dashboard charts to expand that slice. You can also hover over any of the graphics to get a better description of what it represents. Use the drop-down lists at the top of each widget to change the data...Understanding Permissions in Equilibrium
Dashboards and some items are only visible if you have permission. Another area affected by permissions is the calendar/scheduling function. Anyone can view the calendar, but you must have specific permission to actually schedule events for jobs. ...How do I add another user?
Administrators can add a new user to Equilibrium by following the steps below:
How Do I Add Additional “Lead Source” Values?
If you have administrative rights for your Equilibrium environment, you can add additional lead source values…