The Sales Details page gives you an overview on the sale information through various sections:
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1. Sales Information
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This section gives you all information of the sale. Besides, you can also perform following actions:
2. Edit a Sale
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This action will open the Update Sale form popup where you can adjust information of the sale (Similar to https://contemi.atlassian.net/l/c/GynU9SkA).
2.1. Make a call
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This action allows you to directly call the Company Phone number of the customer. If the customer has other contacts, all the contacts’ phone number will also appear here.
2.2. Create note
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This action allows you to directly create a note for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.
2.3. Create task
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This action allows you to directly create a new task for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/e15bo6PH), so you don’t need to select the “Related Records” in the form.
2.4. Summary
This tab shows the current stage of the sale as well as other related information via various widgets i.e. Cases, Notes and Contacts.
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You can also config the widgets via the “Config layout” button (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754955813/Dashboard#Create-Dashboard).
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2.5. Contacts
This tab displays all contacts of the sale’s customer. By clicking on the Contact Name, you will be redirected to the corresponding Contact Details page (https://contemi.atlassian.net/l/c/68tMJSLQ).
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2.6. Cases
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This tab displays the support case list of the currently viewing sale (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1760591895/Case+Management#Case-List).
2.7. Notes
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This tab displays all created notes of the currently viewing sale.
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