The Account Sales Details page gives you an overview on all customer the sale information through various sections:
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This section gives you all information of the sale. You Besides, you can also perform following actions:
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This action is to open the Update Sale form popup where you can adjust information of the sale (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1758167045/Sales#Edit-Sale).
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Make a call
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This action allows you to directly call the Company Phone number of the customer. If the customer of the salehas other contacts, all the contacts’ phone number will also appear here.
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).
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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).
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Summary
This tab gives you an overview on 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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Contacts
This tab displays all contacts of the customer. By clicking on the Contact Name, you will be redirected to the corresponding Contact Details page.
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