Create sale

When you are out visiting, you can register new sales directly from Mobile CRM. A sale can be created from the main Sales page or while viewing a company, contact, or project.

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Steps

1. Go to the main Sales page.
2. Tap + and select New sale.
3. Enter a descriptive title for the sale and select the company or contact it pertains to.
4. Specify the expected date for closing the sale and the estimated sale amount.
5. Select the type of sale and choose the current stage of the sales process.
6. Optionally, select any project that the sale concerns.
7. Add any additional details as needed.
8. Tap Save to register the sale. Now you can add follow-ups and documents.