Create Sales Types to automatically capture key information about your clients as you complete work, allowing your team to take action automatically.
Using this guide, you can:
Your sales team uses distinct processes you have perfected over the years. If these processes differ depending on the type of Sale they are managing (i.e., a product sale vs. a service sale), then we recommend setting up unique Sales Types.
Once you set them up, these Sales types will be available upon the creation of a new Sale and will present a set of Status Progressions, Custom Fields, and Triggers unique to that type of sale.
To configure your different types of sales, setup your Sales Types: