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.

Edit Sale

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

This button is to open the Update Sale form popup where you can adjust information of the sale.

Delete Sale

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

This button action is to completely delete a sale. Before processing this action, you need to confirm via a Confirmation dialog.

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.

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.

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