Skip to main content
To create a sale in SuperOffice directly from Outlook, follow these steps:
  1. Open the email related to the activity.
  2. In the SuperOffice Outlook sidebar, select Create sale.
  3. Fill in the required fields:
    • Sale amount: Enter an estimated amount and select the currency (if this option is activated).
    • Company: Choose the relevant company from the list.
    • Contact: Select the person from the company for this sale.
    • Project: (Optional) Link the sale to an ongoing project if applicable.
    • Type: Choose the type of sale.
    • Sale date: Set the estimated date for the sale.
    • Visible for: Choose who can see the sale - everyone, only the owner’s primary group, or only the owner.
      The Visible for drop-down is only available to users whose administrator has enabled the required license. For more details, see Admin - User Management - Visibility.
    • Notes: (Optional) Enter a more detailed description of the sale.
  4. Once all fields are completed, click Save.
The Visible for drop-down is only available to users whose administrator has enabled the required license. For more details, see Admin - User Management - Visibility.
You can also create a follow-up or request directly from the email. If it is part of an ongoing issue, you can attach the message to a specific request.