Create sale

•
Version: 10
• 1 minute to read
 • 1 minute to read

When you are out visiting, you can register sales directly from Mobile CRM.

Steps

  1. Go to the main Sale page.

  2. Tap + and select New sale.

    You can also do this from the Sale tab of a company, contact, or project.

  3. Enter a descriptive title for the sale and select the company/contact it pertains to.

  4. Specify a planned sale date and the estimated sale amount.

  5. Select a sale type and stage.

  6. Optionally, select any project that the sale concerns.

  7. Add other details as necessary.

  8. Save the sale. Now you can add appointments and documents.

Note

To add stakeholders, open the sale in SuperOffice CRM.

Related content