Update a sale

Audience:
person
•
Version: 10.5
• 4 minutes to read
 • 4 minutes to read

You can update existing sale information, change its stage (including marking it as stalled, sold, or lost), or delete a sale if it is no longer relevant.

Edit sale

  1. Open the Sale screen for the sale you want to update. See Use the Find screen.

  2. Click in the upper-right corner of the Sale card to enter edit mode.

  3. Make the necessary changes. You can switch between tabs while remaining in edit mode.

    • Total cost, Profit, and Percentage fields: Changing one field will automatically update the others to ensure consistency.

    • Changing the stage: Updating the stage automatically adjusts the Probability field. You can still manually override this value if needed. If the sale type is linked to a sales guide, the previous stages in the guide will be marked as completed with a tick.

    Caution

    Switching sale types linked to a sales guide will remove the guide. Activities and documents remain in the Activities tab and will relink if you revert to the original type.

  4. Click Save to apply changes, or click Cancel to discard them. Both actions will exit edit mode.

    Note

    If the Save button appears dimmed, ensure all mandatory fields are filled in.

Mark a sale as stalled

This status can be used when, for example, a customer delays their purchasing decision until a later date, such as the following year

  1. Check the Stalled box in the Sale screen.

  2. Fill in the following additional fields:

    • Re-open date: The date when the sale should be revisited.
    • Reason (stalled): Explanation of why the sale cannot progress.

    Stalled sale -screenshot

  3. Click Save. The Follow-up dialog opens, allowing you to schedule a future meeting or call to follow up on the stalled sale.

Note

The Re-open date and Reason fields replace the Next activity field.

Mark a sale as sold

  1. In the Stage dropdown menu, select Sold.

  2. Update the Date field (defaults to today's date) to the actual closing date, if different.

  3. Select the Reason for the sale's success.

    Sold sale -screenshot

  4. Adjust the sales Amount and update the financial details in the Details tab.

  5. Click Save.

Mark a sale as lost

  1. In the Stage dropdown menu, select Lost.

  2. Select the Reason for the sale's failure.

    Lost sale -screenshot

  3. Update other fields if applicable.

  4. Click Save.

If the sale has the status Sold or Lost, you can check the Completed box.

Delete a sale

  1. Open the Sale screen for the sale you want to delete.

  2. Click the Task button () in the upper-right corner of the Sale card and select Delete.

  3. In the Delete sale dialog, review the sale details to ensure you are deleting the correct sale. This cannot be undone.

    Note

    If the Delete option is unavailable, you may lack sufficient permissions to delete the sale. You cannot delete sales that do not belong to you unless you have the necessary permissions.

  4. Click Yes to confirm the deletion.

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