View, edit, or delete sales
You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab.
The sale list view displays all sales associated with the customer's account.
To edit the details of a sale, click the edit icon beside product name. Make necessary changes and click Update.
To delete a sale, click the delete icon beside the product name.
View, edit, or delete products
You can perform various product-related actions from the product list view. To access it, click the Products tab on the header pane. The product list view displays all products. To view the details of a particular product, click the desired ...
View, edit, or delete accounts
You can perform various account-related actions from the account list view. To access it, click the Accounts tab. The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name ...
View, Edit, or Delete Requests
View Requests You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options. Edit Requests To edit a request, Open the request details page and click ...
View, edit, or delete contacts
You can perform various contact-related actions from the contact list view. To access it, click the Contacts tab on the header pane. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an ...
Sales - Additional Fields
Based on your requirements, the default sales record can be customized using different types of additional fields. This is useful to capture sales-related additional information. To configure additional fields: 1. Go to Admin>>Account ...