The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
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.
To configure your different types of sales, setup your Sales Types: