Create sale

Audience:
person
• 1 minute to read
 • 1 minute to read

To create a sale in SuperOffice directly from Outlook, follow these steps:

  1. Open the email related to the activity.

  2. In the SuperOffice Outlook sidebar, select Create sale.

  3. Fill in the required fields:

    • Sale amount: Enter an estimated amount and select the currency (if this option is activated).

    • Company: Choose the relevant company from the list.

    • Contact: Select the person from the company for this sale.

    • Project: (Optional) Link the sale to an ongoing project if applicable.

    • Type: Choose the type of sale.

    • Sale date: Set the estimated date for the sale.

    • Visible for: Choose who can see the sale — everyone, only the owner’s primary group, or only the owner.

      Note

      The Visible for drop-down is only available to users whose administrator has enabled the required license. For more details, see Admin - User Management - Visibility.

    • Notes: (Optional) Enter a more detailed description of the sale.

  4. Once all fields are completed, click Save.

Tip

You can also create a follow-up or request directly from the email. If it is part of an ongoing issue, you can attach the message to a specific request.