Page Comparison

Create sale

You need to have the “Create sales” permission to see this button.

This button is to open the Create Sale form popup where you can create a new sale for a Person or Company account.

To create a new sale, you need to fill all mandatory information which is marked with asterisk in the form.

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List view

This button allows you to switch to the Card view.

You can drag and drop the sale widget to change its stage directly.

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In this mode, you can only see the sales of a specific pipeline at a time. Hence, you will see a new pipeline filter when switching to this mode.

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Search

This dropdown allows you to filter the sale list according to:

• All sales: the sale list displays all sales in your organization

• My sales: the sale list displays all sales which you are set as Sales Rep.

Search & Filter

This provides more search criteria for the Account entity:

• Reference

• Account

• KAM

• Pipeline

• Sales Stage

• Sales Name

• Sales Rep.

• Total Deal Amount

• Currency

• Sales Status

• Product

• Close Date From

• Close Date To

• Annual Contract Value

• Description

If multiple search criteria are selected/input, the system will combine all the criteria and search for the sales which have corresponding attributes matching/containing the search values.

More info in https://contemi.atlassian.net/l/c/t6Dm0NAd