Customer Relationship Management made simple ConvallisCRM

Search Sales Items

Using ConvallisCRM you can see a record of your quotes and sales by selecting the sales tab from the menu.

ConvallisCRM - Search Sales Items

  1. Select the Sales tab at the top of the CRM.
  2. Type in any information you know about the sales item in the sales item criteria section*.
  3. Click Refresh to generate your results.
  4. The search results will be displayed.

You can Edit and Delete sales items by clicking the buttons in the correct row, you can view contact details by clicking View Contact button.

* If you choose a Sales Type and Workflow Step, you can send all of the sales items to the next step, providing the item is not on the last step, by clicking Next Step.

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