CRM · Customers and Sales

How to record a sale from CRM or an opportunity

Record a direct sale for a contact or convert an opportunity while keeping the right sales context.

Sales team closing a deal and connecting it to the customer record.

Published on October 20, 2026

CRM lets you record a sale from a contact or customer profile, or close an existing opportunity. Direct sale starts from the contact context and does not convert a specific opportunity; Convert to Sale closes the opportunity you selected.

Record a direct sale

Open the profile of the contact or customer who made the purchase.
From its action menu, choose Direct sale. Verify that you selected the right buyer.
Enter the concept and review close date, currency, amount, and commission. To itemize the purchase, open Quote and add the agreed products.
Select Create sale as paid only if you confirmed receipt. Otherwise set up the schedule or record the collection later.
Select Accept and review the new record in Sales, including its contact, amount, and collection status.

Convert an opportunity

Open Opportunities and select the confirmed opportunity.
Check the concept, contact, products, and amount. Select Convert to Sale when the process is ready to close as won.
Confirm close date, currency, commission, and payment terms. If a product is subject to inventory, check availability before saving.
Select Accept and review both the sale and opportunity status.

Demo opportunity with concept, amount, estimated close date, and Negotiation phase — Verify that the opportunity and its details are complete.

Convert to Sale form opened from an opportunity — Conversion carries the opportunity context into the sale record.

Illustration of a qualified opportunity becoming a confirmed sale with follow-up — The opportunity documents the process; the sale records the close.

Quick rule
If the purchase was managed as an opportunity, use Convert to Sale. Use Direct sale to record a purchase without converting an opportunity. A quote you add is part of the sale.

Choose the right path

Option	Start from	Use it when
Direct sale	Customer/contact profile	You are recording a purchase without converting a specific opportunity.
Convert to Sale	The opportunity being closed	You want to continue the selected opportunity and keep its context.