Category: Sales

The sales module has all the details and information you need to know about your set sales and it helps you create, organize & track your sales.

*From Sales Module: 1. Go to Sales > Sales 2. Review Status *From Lists & Contacts: 1. Go to Lists & Contacts 2. Select List 3. Open Lead 4. Press Sales

Note: Completing or deleting a sale is open only for Admins and Account Owners only. 1. Go to Sales 2. Press Sales 3. Press Edit on desired sale 4. Press Complete Sale/Delete Sale

*From Sales Module: 1. Go to Sales >Press Create a New Sale or Go to Dashboard > Press New Sale 2. Press Add customer > Choose Customers 3. Press Sale details 4. Search Product / Services >Press Add Product *From Lists & Contacts: 1. Go to Lists & Contacts 2. Choose desired List 3. Go to desired Lead > Press […]

Note: Editing & Refunding Invoices are open for Account Owners only. 1. Go to Sales > Sales 2. On desired Invoice, click Payments > Edit/View 3. New tab is opened with invoice, you can now edit to make it “Paid, Partial Payment or Refund”

1. Go to Sales > Customers 2. Enter the client’s name in the search bar and check Total Value

1. Go to Sales > Sales 2. Press the date range bar and you can display the sales for: