Update sale

You can update sales information, change its status, or link it to other records directly from SuperOffice Mobile CRM. To add or remove stakeholders, open the sale in SuperOffice CRM.

​

Steps to update a sale

1. Locate and open the sale.
2. Tap in the upper-right corner.
3. Update the information as necessary.
4. Tap Save.

​

Change status of a sale

1. Open the sale.
2. Tap Stage in the action bar.
3. Select one of the following options:
   • Move to next stage
   • Move to previous stage
   • Set as sold
   • Set as lost
   • Mark as stalled
   Alternatively, you can swipe left on the sale in a list, tap , and select a status.

​

Update details for status change

When changing a sale’s status, you can update additional information in the Details section:

1. Tap to enter edit mode.
2. Flick to the Details section and add or modify the relevant fields:
   • Reason (sold): Specify why the sale was successful.
   • Reason (lost): Document why the sale did not close.
   • Reason (stalled): Provide details on why the sale stalled. You can also set a Re-open date if applicable.
3. Tap Save to apply the changes.

​

Link to an incoming request Not yet available

When available, you will be able to link a sale to an incoming request for better traceability.

1. Go to the main Requests page.
2. Search for the request by name or ID.
3. Tap to enter edit mode.
4. Flick down and tap Sale, then select the relevant sale.
5. Tap Save. The linked request will then appear in the Requests tab of that sale.

​

Related content

• About stages
• Create a sale (in Mobile CRM)
• Delete a sale (in SuperOffice CRM)
• Update a request