How to filter sales by origin in the Nex Sales App
Learn how to filter your sales by origin in the Nex Sales App.
Important
The Nex app is available on all our plans. Learn more about Nex subscription plans.
Synchronization of information between the Nex sales application and the Nex installed on the computer is only available from version C479. Here's how to update your Nex.
In order to synchronize information, both the cell phone and the computer must be connected to the internet.
Shall we filter sales by the origin?
1. Access the RECORDS screen by clicking the receipt icon in the lower right menu.
2. Access the FILTERS screen by clicking on the icon at the top right of the screen.
3. Select the ORIGIN you want to view.
4. Click on APPLY FILTER at the bottom of the screen.
5. Done! You've filtered your sales by record source. Click on the X to remove the filter and return to normal view.