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. Select Desired Lead 4. Press More Actions 5. 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 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 More Actions 4. […]