# Getting Started with Sales

_Applications › Sales_

# Getting Started with Sales

Use Sales to access Sales records and move to related operational areas such as purchasing, project management, reports, and your work desk.

## What You Can Do

- Select **Sales** to open the Sales area.
- Select **Tickets** to access tickets associated with your work.
- Select **Attach** to add or manage attachments for the current record.
- Select **Delete** to remove the current record when deletion is appropriate.
- Select **Ok** to confirm the current action or prompt.
- Select **Cancel** to close the current action or prompt without confirming it.
- Select **Dashboard** to open the dashboard.
- Select **Reports** to open reporting.
- Select **My Desk** to open your personal work area.
- Select **PM** to move to the project management area.
- Select **Purchasing** to move to the purchasing area.
- Select **Go Back to Home Page** to return to the home page.

## Your First Session: Open a Sales Record

Your first task is to open the Sales area and confirm that you can access a Sales record.

1. From the application navigation, select **Sales**.
2. Review the Sales record that opens.
3. If the record contains information, confirm that the displayed data is available to you.
4. To leave the area, select **Go Back to Home Page**.

> The available screens show Sales records but do not show a Sales list, a create action, editable field labels, or a dedicated save action. Therefore, creating or updating a Sales record cannot be documented from the available controls.

## Confirm That It Worked

You should see a Sales record. A record with data may display existing Sales information for review.

## Next Steps

- Select **Attach** when you need to associate supporting files with the current Sales record.
- Select **Tickets** to work with related tickets.
- Select **Reports** for reporting activities.
- Select **Dashboard** or **My Desk** to continue with your operational work.
- Select **Purchasing** or **PM** when the Sales activity requires purchasing or project management follow-up.

## Related pages

- [Sales — Overview](doc:sales-overview)
- [Sales record](doc:sales-record)
- [Sales — Learning Path](doc:workflows-sales-2)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales jobs](doc:sales-jobs-guide)
- [buyouts](doc:sales-buyouts-edit-record)
- [List](doc:sales-buyouts-list-view-record)
- [Letters Of Guaranties](doc:sales-letters-of-guaranties-view-record)
- [company](doc:company-guide)
- [NewInstantJob](doc:sales-list-newinstantjob)
- **Pricing Tool**