Can I view my sales by period?
Mon Jun 13 2022 07:08:27 GMT-0500 (hora estándar oriental)
Can I view my sales by period?
To review your sales go to Clients > Sales
In this section you will find the sales for a given period as follows:
You will find different icons and columns such as:
Filter by:
Sort columns: Sort the columns in ascending or descending order.
- Name / Company: in this column the client's name will appear with the company name and the labels it has so far.
- Concept / Line: concept of the sale and the product line to which the sale belongs.
- Last payment: date of the last payment recorded.
- Advances: Amount of the advance received on the sale.
- Commissions (%): amount of the commission for the sale and percentage of the commission.
- Remarks: any comments to be made on the sale.
- Balance: Amount pending to be paid for the sale.
- Total: Total amount of the sale.
- Closed on: date of sale closing and how many days it took to close the sale since the opportunity was created.
- Exe: User initials.
Multiple options: select all or some of the clients to discard the sale, tag them or to send an email.
Options menu for each sale:
- Add new follow up
- Edit existing sale
- Create the Invoice
- New opportunity
- Direct sale
- Create pending
- Tag
- Delete