Sales

In SuperOffice Mobile CRM, you can easily create, view, and update sales records while on the go. Sales are linked to contacts or companies and allow you to track opportunities, progress, and revenue.

Mobile CRM: Sale -app-screen

Sale statuses

Symbol	Status	Description
	Open	The sale is active. In the Stage field, you can see how far through the sales process you are and which stage the sale has reached (for example, first meeting, prospect, quotation).
	Sold	The sale is completed successfully.
	Lost	The sale did not close successfully.
	Stalled	Progress has stopped, and the sale is on hold.

Tabs in the main Sale screen

Tab	Description
Search	Search field and history list.
Favorites	Sales marked as a favorite (yellow star).
Upcoming	A list of sales with the date of today or ahead. Tap a sale to view details about it.
Closed	Sold or lost sales.
Overdue	A sale is overdue if it has a sale date earlier than today, but its status is neither sold nor lost.

Viewing sales and pipelines

You can view your own sales or explore sales belonging to other users or user groups.

View your own sales

Go to Sales.
Select the Upcoming, Closed, or Overdue tab.
Ensure your name is displayed at the top.
- If another person’s name is shown, tap it to switch back to your own pipeline.
Optionally, filter the time period from the Task menu ().
Tap a sale to examine its details.

View sales belonging to a colleague or a user group

To monitor team progress or internal competition, you can view sales by colleague or user group.

🛈 Note

When viewing other users’ sales, only information you have the rights to see is displayed. The user’s name is shown above the list.

Go to Sale and select the Upcoming, Closed, or Overdue tab.
Tap the text just below the row of tabs.
Choose between:
- Group tab: Select a user group from the list.
- Associate tab: Choose a person from the history list or search for a name.
To see a complete list of groups or associates, tap Search with the search box left empty.
Explore their sales as described above.

Sale header

Status: Indicates the sale’s current state (Open, Sold, Lost, or Stalled) with a status icon.
Title: Name of the sale
Currency amount: Expected value
Company (if set; otherwise, contact)
Edit button ()
Action bar: Call, Email, Mark (Move to next/previous stage, Set as sold, Set as lost, Mark as stalled)

Sections

Icon	Tab	Description
	Progress bar and contact	Displays the current step in the sales process and who the customer is.
	Details	Shows basic information like type, owner, and next activity.
	Description	An optional summary of the sale.
	Info	Free text area to add notes about the sale.
	Links	Connect relevant activities, documents, or opportunities to the sale.
	Activities	Meetings, todos, and phone calls linked to the sale.
	Documents	All related documents and emails.
	Requests	Requests linked to the sale.
	Stakeholders	A list of contacts involved in the sale.

Tips

Tap a linked item (such as person, activity, document) to open it. [!includeList of tips]