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Sales — Overview

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1 min readUpdated

User Guide › Sales

Overview

Sales Overview provides access to Sales records used to manage business-to-business sales activity. Sales representatives and sales managers use this area to review sales information and access related work items.

The area centres on Sales records, including records that contain sales data. It also provides access to tickets relevant to sales work.

What you can do here

  • Open Tickets to access tickets from a Sales record.

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Sales — Overview — Pams V2