Video Library » Creating Items » Add a New Sale

Add a New Sale

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is a report showing all sales within our company and if I'd like... Read More

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is a report showing all sales within our company and if I'd like to add one more, I'd to come up to this Create tap, come down to sale. Within this screen I can search for a company in which to attach the sale to, such as Genomic, I can title the sale. The contact is going to be auto filled from the primary contact of Genomic. I'm actually logged in as Rebecca so it autofill the salesperson to who your login as, which we can also change to another internal colleague of mine such as Mark. The type of sale is how you're going to create different progressions and different activities that you need to complete the sale and the progression is going to be where the sale actually starts at within the status.

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