Most Recent Icon

The Most Recent icon gives you a quick view of the forms you've most recently created in commonsku.

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Using the Most Recent icon

Creating a project from the Most Recent icon

Using the Most Recent icon

Your Most Recent icon  is in the top right corner of the platform.
Click the icon to view the four most recently created opportunities, presentations, estimates, sales orders, and invoices where you are assigned as the order rep.

To view these forms:

1. Click the Most Recent Icon
2. Click on the relevant form

Creating a project from the Most Recent icon

To create a project from your Most Recent icon:

1. Click the Most Recent Icon
2. Click New Project
3. Enter your project details as normal

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