You need to have the “Create sales” permission to perform this action.
To create a new Sale, you can click on the below button in the Sales List, you can create a new sale for a Person or Company account.
This action will open the Create Sale form popup where you need to fill all mandatory information which is marked with asterisk in the form.
The information in the form includes:
Account Info
This section contains the sale’s account information. For example: Organization, First Name / Last Name / Company Name, NIN / Org. No, Email and KAM
Sales
This section contains all information of the sale. For example: Pipeline, Sales Stage, Sales Name, Sales Rep., Sales Type…
Contact
This section is available for Commercial Sales only, it contains Contacts info of the sale, such as: First Name, Last Name, Email and Phone…
Attached Quote and Policy
To attach quote and policy, you can select Account with existing quote and policy then Field “Related records” will be show in pop-up CREATE SALE for this action
