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Profit Status Bar

The profit status bar, usually located near the bottom of any form, displays the yield of an enquiry or quote as you alter any of the details affecting the profit margin. The status bar updates with each selected option and displays the implications without being obvious to customers so you can use it to monitor the profitability of a proposed deal.

There are four modes for the profit status bar, which can be selected by clicking the floppy disk icon next to the figures themselves. These are:

Which mode is displayed by default can be set for each user in Salesperson settings.

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