> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.
> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.
# Sale (User guide)
> SuperOffice Sales helps sales teams stay in control of their sales pipelines and processes.
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.
![The Sale screen with a selection in board view -screenshot][img1]
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
The Sale screen is where you work with your sales and sale selections. It has three areas:
* **Left panel:** Vertical tabs for the selections and sales you work with, and a search field for finding others. Pin the tabs you use every day. See [Work with overview pages][22] for how the left panel works.
* **Main area:** Shows a selection of sales in board view or list view, or shows one sale as a Sale card with section tabs below it.
* **Side panel:** The [side panel][20] on the right shows a preview of the company linked to the selected sale, or the view you have chosen.
The Sale screen is being introduced gradually. If you do not see it yet, a sale opens on its own card, with the section tabs below it and no left panel. You can find a board view of your sales under **Selections**.
Open the Sale screen
* Select the **Sale** icon in the [Navigator][24]. The Sale screen opens with the content you last viewed.
* Open a sale from anywhere in SuperOffice CRM, for example by double-clicking it in the [Sales section tab][13] of the Company, Contact, Project, and Diary screens. The sale opens in the Sale screen and becomes your current sale.
* Select **New** > **Sale**. The new sale opens in the Sale screen. When you save it, it opens in the last-viewed tab and becomes your current sale.
What you see the first time
The first time you open the Sale screen:
* The **My open sales** selection is shown in board view.
* **My open sales** and **My group's open sales** are pinned in the left panel.
* The side panel is hidden.
* Your current sale is shown in the last-viewed tab.
You can move, remove, or add pinned selections and sales. See [Work with overview pages][22].
Work with selections of sales
Choose a selection in the left panel to see its sales in [board view][23] or list view. In board view, the columns are the sale stages by default, and each card is a sale. Double-click a card to open the sale.
The Sale card
The Sale card shows one sale at a time. Navigate between sales using the **Previous** and **Next** buttons () at the lower right of the card.
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**.
![A sale open in the Sale screen, with the Sale card and the section tabs -screenshot][img2]
### Tabs on the Sale card
| Tab | Description |
| - | - |
| [Sale][4] | Contains the main fields for the sale, such as Title (mandatory), Stage, and Amount. |
| [Details][4] | Focuses on financial details, including Total Cost, Profit, and Competitor. |
| [More][12] | Custom fields for additional sale-specific information. Up to three fields from this tab can also appear in the **Sale** tab for better visibility. |
| [Notes][19] | Free text area to add notes about the sale. The tab is marked with a dot when it contains text. |
| [Links][18] | Connect relevant activities, documents, or opportunities to the sale. |
Each tab serves a specific purpose, ensuring sales information is organized and easily accessible.
Section tabs below the Sale card
When a sale is open, section tabs appear below the Sale card.
* [Activities][14]
* [Sales guide][16] (requires a **Sales Premium** license or the **Growth** plan)
* [Stakeholders][15] (requires a **Sales Premium** license or the **Growth** plan)
* [Quote][17] (requires a **Sales Premium** license or the **Growth** plan)
[Sales guides][16] 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.
| Icon | Meaning |
| :-: | - |
| | Open |
| | Sold |
| | Lost |
| | Stalled |
Tips
Keep your sales organized so that you are always focused on the sales that matter the most to you.
* **Pin your daily selections.** Keep selections such as **My open sales** pinned in the left panel and view them in board view to see where each sale is in your pipeline.
* **Filter to what needs attention.** Use the **Filter** button to narrow the board by, for example, **Sale date**, **Next activity**, or **Owner**.
* **Check overdue sales.** Sales marked in **red** have overdue activities or sale dates. Review and update these first.
* **Use the Next activity field.** It highlights your upcoming planned activities, and shows those you may have forgotten in red.
* **Review your sales one by one.** Click through them so that you know the current status of each and have an appropriate follow-up activity in place.
* **Use selections for follow-up.** Use a selection of contacts as a calling list, or follow up on outstanding sales proposals, so that no opportunity is missed.
Sales are also listed in your Diary and in the **Sales** section tab of the Company, Contact, and Project screens. You can organize these lists by [filtering, grouping, and adding the columns][3] that are most important for you. The most used columns are sales amount, sales date, and sale stage.
![Go to the Diary and get an overview of all the sales that are not yet completed -screenshot][img3]
For more details on setting up your sales opportunities, see the [guide to sales forecasting][21].
[3]: /en/learn/section-tabs/index
[13]: /en/learn/section-tabs/sales-tab
[14]: /en/learn/section-tabs/activities-tab
[4]: /en/sale/learn/create
[15]: /en/sale/learn/stakeholders/index
[16]: /en/sale/learn/sales-guides
[21]: /en/sale/learn/forecasting
[18]: /en/learn/basics/links
[19]: /en/learn/basics/notes
[20]: /en/learn/getting-started/main-screen/side-panel
[12]: /en/custom-objects/learn/more-tab
[17]: /en/sale/learn/quote/index#quote-tab
[22]: /en/learn/basics/overview-pages
[23]: /en/search-options/selection/learn/board-view
[24]: /en/learn/getting-started/main-screen/navigator
[img1]: /media/loc/en/sale/sale-screen-selection.png
[img2]: /media/loc/en/sale/sale-screen-card.png
[img3]: /media/loc/en/sale/user-diary-sales.png
## Related topics
- [Work with overview pages](/en/learn/basics/overview-pages.md)
- [Use board view in selections](/en/search-options/selection/learn/board-view.md)
- [Add sale as a favorite](/en/learn/basics/fav.md)
- [Register a sale](/en/sale/learn/create.md)
- [Add stakeholders](/en/sale/learn/stakeholders/create.md)
- [Mark sale as stalled, lost, or sold](/en/sale/learn/update.md#stalled)
- [Create a quote](/en/sale/learn/quote/create.md)
- [Work with sales guides](/en/sale/learn/tutorial.md)
- [Work with sales targets](/en/sale/learn/sales-targets/index.md)
- [Lead management](/en/lead/learn/index.md)