You need to have the “Create sales” permission perform this action.

This action is to open the Create Sale form popup where you can create a new sale for a Person or Company account.

To create a new sale, you need to fill all mandatory information which is marked with asterisk in the form. The information in the form include:

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…