Create the Sales cockpit menu item

You add the Salescockpit menu item to the site. This portal page shows the user an overview of his tasks and the forecasts he is responsible for.

To create the Sales cockpit menu item:

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2.  Click on: New.

   You do this at the position where you want to add a menu item.

3. Enter the description.

   For example, Salescockpit.

4. Select Refer to existing page.
5. Click on: Next.
6. Select the Salescockpit page in Page.
7. Open the page in the current window.
8. Click on: Add.

   You can add parts, such as the entire Forecasts overview, to this cockpit page yourself.