Sale

The Sale feature in SuperOffice CRM helps you manage sales opportunities efficiently by tracking all related information, activities, and documents in one place. By structuring sales processes, you can ensure no opportunities are missed, and your team is always focused on the most critical tasks - closing more deals and hitting their targets. You can link sales to companies, contacts, and projects, enabling seamless collaboration across teams. Sales can also be guided using sales guides, assuming the selected sale type has a guide defined. The Sale screen organizes sales like index cards, providing a detailed overview of each opportunity. Navigate between sales using the Previous and Next buttons () at the lower right of the cards. By default all sales are displayed. If you do not want to show completed sales (sold or lost), click and select Skip completed sales. This option is also available as a setting under Personal settings > Preferences > Sale.

​

Tabs on the Sale card

Each tab serves a specific purpose, ensuring sales information is organized and easily accessible.

​

The Sale screen section tabs

The lower part of the Sale screen consists of section tabs.

• Activities
• Sales guide (requires a Sales Premium license or the Growth plan)
• Stakeholders (requires a Sales Premium license or the Growth plan)
• Quote (requires a Sales Premium license or the Growth plan)

Sales guides are only shown for specific sale types (defined in Settings and maintenance). If you select a sale type for which a sales guide is defined, the Sales guide section tab is displayed. Administrators can add more section tabs through Settings and maintenance under Lists > GUI - Web panel. These tabs can link to external URLs for additional context.

​

Stalled, sold, and lost sales

In the Stage field on the Sale tab, you can:

• Mark a sale as Sold or Lost: This updates the sale’s status and allows you to specify details like competitors or reasons for the outcome.
• Mark a sale as Stalled: Puts the sales process on hold. Additional fields like Re-open date and Reason (stalled) become available.

​

Use sales overview to prioritize

Keep your sales organized so that you are always focused on the sales that matter the most to you. After you have registered all your sales in SuperOffice CRM, they will appear in your personal sales overview in the Sales section tab and in your Diary. You can organize your sales list by filtering, grouping and adding the columns that are most important for you. The most used columns are sales amount, sales date and sale stage. The Sales tab also acts like a sales secretary by highlighting all your upcoming planned activities in the Next Activity field, as well as drawing your attention to those that you may have forgotten in red font.

​

Using the side panel for sales

When you have the Sale screen open, you can use the Selection members side panel to view your sales opportunities. Select any sales opportunity to view it in detail in the Sale screen.

​

Tips for efficiency

• Check overdue sales: Sales opportunities marked in red in the Selection members list indicate overdue activities or sale dates. Make sure to review and update these.
• Sequential review: Use the side panel to click through your sales one by one, ensuring you know the current status of each and have appropriate follow-up activities in place.
• Similar workflows: You can use selections for contacts as a calling list or follow up on outstanding sales proposals to ensure no opportunity is missed.

For more details on setting up your sales opportunities, see the guide to sales forecasting.