Applications › Sales
Sales overview
The Sales area provides a consolidated view of sales-related records and their current outcomes. It is used by Sales representatives, Account managers, and Project managers to review active sales activity alongside delivered, cancelled, rejected, and deleted records.
This area groups sales records into status-based views, including delivered orders, cancelled orders, cancelled requests, rejected orders, requests that were regretted to offer, and deleted inquiries. These views help users distinguish current sales work from records that have reached a final or inactive status.
Sales records may include customer-facing order communications and internal comments. The available editing controls support clear, structured written content when preparing or updating record information.
What you can do here
- Use Save to save changes to a sales record.
- Use Save and Close to save changes and close the current record.
- Use Select to choose a record or available item.
- Use Send order confirmation to client to send the order confirmation to the customer.
- Use comments to add or review comments on a sales record.
- Use Undo and Redo to reverse or restore recent editing changes.
- Use Bold, Italic, Strikethrough, Underline, and Ordered List to format comment content.
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