Update sale

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Version: 10
• 2 minutes to read
 • 2 minutes to read

Steps

  1. Locate and open the sale.

  2. Tap the Edit icon (icon) in the footer.

  3. Update the information as necessary.

    Mobile CRM: Edit sale -app-screen

  4. Tap Save.

Note

To add or remove stakeholders, open the sale in SuperOffice CRM.

Change status of a sale

  1. Open the sale.

  2. Tap the status icon below the sale header.

  3. Select one of the options:

    • Move to next stage
    • Set as sold
    • Set as lost
    • Mark as stalled

    You can also swipe left on the sale in a list, tap the Task icon, and select a status.

  4. Go to the Details tab, tap Edit, and update any other fields with new information. For example:

    • Update the Reason (sold) field with the reason for the sale.
    • Update the Reason (lost) field with the reason why the sale was lost.
    • Update the Reason (stalled) field with the reason why the sale was stalled. Also set the Re-open date.

When you are in a sales process, consider linking the sale to relevant incoming requests to have it show up in the Requests tab on that sale.

  1. Go to the main Request page.
  2. Search for the request by name or ID.
  3. Tap Edit on the selected request.
  4. Scroll down, then tap Sale and select the sale you want to link.
  5. Save. The next time someone views that sale, the item you linked is included on the Requests tab.

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