Sales

In SuperOffice Mobile CRM, you can easily create, view, and update sales records while on the go. Sales are linked to contacts or companies and allow you to track opportunities, progress, and revenue.

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Sale statuses

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Tabs in the main Sale screen

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Viewing sales and pipelines

You can view your own sales or explore sales belonging to other users or user groups.

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View your own sales

1. Go to Sales.
2. Select the Upcoming, Closed, or Overdue tab.
3. Ensure your name is displayed at the top.
   • If another person’s name is shown, tap it to switch back to your own pipeline.
4. Optionally, filter the time period from the Task menu ().
5. Tap a sale to examine its details.

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View sales belonging to a colleague or a user group

To monitor team progress or internal competition, you can view sales by colleague or user group.

1. Go to Sale and select the Upcoming, Closed, or Overdue tab.
2. Tap the text just below the row of tabs.
3. Choose between:
   • Group tab: Select a user group from the list.
   • Associate tab: Choose a person from the history list or search for a name.
   To see a complete list of groups or associates, tap Search with the search box left empty.
4. Explore their sales as described above.

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Sale header

• Status: Indicates the sale’s current state (Open, Sold, Lost, or Stalled) with a status icon.
• Title: Name of the sale
• Currency amount: Expected value
• Company (if set; otherwise, contact)
• Edit button ()
• Action bar: Call, Email, Mark (Move to next/previous stage, Set as sold, Set as lost, Mark as stalled)

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Sections

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Tips

• Tap a linked item (such as person, activity, document) to open it.

• Each section shows only a few items. Tap to expand and view the full list.
• Expand the Details section and tap the cogwheel () to configure visible fields.