Register a sale
In the Sale screen you can enter information about sales on several levels, represented by the Sale, Details, Links, and Note tabs.
Learn how to register and update a sale in this video or follow the guided steps below (video length - 2:10):
Steps
Click New on the top bar and select Sale.
In the sale card, type in the name of the sale in the field with a red underline. This field is mandatory.
Enter the required information in the other fields. See details below.
Optionally, go to the Details, Links, or Note tab to enter further information about the sale.
After entering the required information in all the tabs, click Save. You have now created a sale card for the new sale.
What goes in the various fields?
Enter the amount of the sale.
Select the currency of the sale (if this option is activated).
In the Company field, enter the company to link the sale to.
Enter a contact at the company, if relevant, in the Contact field.
Enter any project you want to link to the sale in the Project field.
You can enter a more detailed description of the sale in the large text box on the left.
At the upper right of the Sale tab, you can enter an estimated amount for the sale.
The Owner field automatically displays the user currently logged in. You can select a different user if required.
Enter the sale type in the Sale type field. Click the arrow to display a list of available sale types. These are defined in Settings and maintenance.
Note
Some sale types are linked to a sales guide. If you switch sale type, the associated sales guide also disappears. Any follow-ups and documents created in connection with the sales guide will remain on the Activities section tab in the diary. If you later switch back to the original sale type, the link between the follow-ups/documents and the sales guide is restored.
In the Stage field, enter the sale's current stage:
If the sale type for the sale does not have any stages linked to it, the sale has the status Open. If you click the arrow, you can set the sale to Sold and Lost. The fields below then change so you can enter the date, competitor and reason for the sold/lost sale.
If the sale type for the sale does have stages linked to it, you can click the arrow to select a sale stage. A sale type with different sale stages can be linked to a sales guide and is predefined in Settings and maintenance.
Note
When you change a stage, for example from First meeting to Quotation, the first stage in the Sales guide section tab is marked as completed, with a tick.
To the right of the Stage field is a percentage that indicates the probability of the sale being successful at this stage. It is linked to the stage and is specified in the Settings and maintenance. You can however change this manually in SuperOffice CRM if you wish.
You can check the Stalled box to indicate that the sale has stalled. For example, if the customer decides to wait until next year before purchasing.
Note
The fields below change if you check Stalled. Next activity is changed to Re-open date, where you can enter a date for when the sale should be reopened, and Source is changed to Reason (stalled), where you can enter why the sale cannot progress at the moment. If you mark the sale as stalled, the Follow-up dialog is displayed when you click Save. Here you can set up a future meeting or phone call to follow up the stalled sale.
Enter an estimated sale date in the Sale date field. To change the estimated sale date, click the arrow next to the date and select a new one in the calendar that appears.
The Next activity field shows the date of the next follow-up linked to the sale (the oldest uncompleted follow-up). If this date is prior to today, it is shown in red.
Enter the source of the sale in the Source field. Click the arrow to display a list of available options.
Click in the Visible for field and a list is displayed allowing you to choose if the sale should be visible to all users, private (visible only to the user defined as owner) or visible to all users in the user group that the owner belongs to.
If the sale has the status Sold or Lost, you can check the Completed box.
If you check the Publish box, the sale is visible to external users in Audience (requires a separate licence).
Edit sale
To edit an existing sale, browse to the sale and click Edit at the bottom of the Sale screen.
Note
When you browse through sales using the arrow keys (or similar) and when you search for sales using FastSearcher, by default all sales are displayed. If you do not want to show completed sales (sold or lost), click 
Task and select Skip completed sales.