The Account
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1. Introduction
The Sales Details page gives provides you with an overview on all customer 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. You can also perform Additionally, you can edit sales using the following actions:
3. Edit a Sale
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You need to have the “Update sales” permission to see this button.This action is to 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/wikil/spaces/SHC/pages/1758167045/Sales#Edit-Salec/GynU9SkA).
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a. Make a call
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This action allows feature enables you to directly call dial the customer of the sale.'s company phone number. If the customer has multiple contacts, their phone numbers will also 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.
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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 displays the current stage of the sale and other associated information through various widgets, such as Cases, Notes, and Contacts.
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Summary
Contacts
Cases
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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.
You can also directly create a new note via the “Create” button (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), Edit or Delete the note.