The Sale screen section tabs
Some tooltip text!
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The lower part of the Sale screen consists of section tabs.
- Activities
- Sales guide
- Stakeholders
- Quote (requires a licence)
Sales guides are only shown for specific sales 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.
Additionally, you can define in Settings and maintenance (Lists > GUI - Web panel) that more section tabs will be added in the form of URL addresses that SuperOffice CRM links to. You then open the URL address by clicking the tab itself. Here you can click Open in separate window to view the web page in a separate browser window.