Sale

Welcome to the Sale area where you can find relevant links to all things related to sales, sales guide, and sales intelligence (SAINT).

library_books
User guide

reference
library_books
Template variables

reference
library_books
Sale table

reference

Learn the essentials

  • schoolRegister sales
  • schoolSales guide
  • schoolPipeline management
  • schoolForecast and selections
  • schoolDocument templates
  • schoolCreate quotes

Videos

  • video_libraryHow to visualize sales process
  • video_libraryTrack sales quotes
  • video_librarySales guide product demo

Configuration options

  • library_booksUser preferences
  • listLists - Sale stage
  • listLists - Sale type, stages, quote
  • listLists - sale amount

UI options

  • mapWeb panels
  • exploreSoProtocol

Data options

  • mapCustom fields
  • video_libraryHow to add user-defined fields

Actions options

  • mapOverview
  • exploreTriggers
  • library_booksWebhooks - sale events
  • library_booksWebhooks - sale stakeholder events
  • library_booksWebhooks - quote events
  • library_booksZapier

API options

  • exploreCRMScript
  • mapNetServer (SAINT)

Database options

  • library_booksSale table
  • library_booksSaletype table
  • library_booksSalehist table
  • library_booksSalestakeholder table
  • library_booksReason table
  • library_booksCurrency table
  • library_booksAssociate table
  • library_booksAppointment table
  • library_booksProject table
  • library_booksQuote table
  • library_booksUdsaleSmall table
  • library_booksUdsaleLarge table
 
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