Create sale
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Version: 11.1
Some tooltip text!
• 1 minute to read
• 1 minute to read
When you are out visiting, you can register new sales directly from Mobile CRM. A sale can be created from the main Sales page or while viewing a company, contact, or project.
Steps
- Go to the main Sales page.
- Tap + and select New sale.
- Enter a descriptive title for the sale and select the company or contact it pertains to.
- Specify the expected date for closing the sale and the estimated sale amount.
- Select the type of sale and choose the current stage of the sales process.
- Optionally, select any project that the sale concerns.
- Add any additional details as needed.
- Tap Save to register the sale. Now you can add follow-ups and documents.
Note
To add stakeholders, open the sale in SuperOffice CRM.