1. Introduction

The Sales Details page gives provides you with an overview on of the sale information through various several sections:

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2. Sales Information

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This section gives provides you with all the information of about the sale. BesidesAdditionally, you can also perform edit sales using the following actions:

3. Edit a Sale

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This action will open the Update Sale form popup where you can adjust information of , allowing you to modify the sale information (Similar similar to https://contemi.atlassian.net/l/c/GynU9SkA).

a. Make a call

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This action allows feature enables you to directly call the Company Phone number of the customerdial the customer's company phone number. If the customer has other multiple contacts, all the contacts’ their phone number numbers will also appear be displayed here for your convenience.

b. 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.

c. 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.

d. Summary

This tab shows displays the current stage of the sale as well as and other related associated information via through various widgets i.e. , such as 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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e. 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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f. 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).

g. Notes

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This tab displays all created notes of the currently viewing sale.

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