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How to set up a sales list

In this article

    SuperOffice CRM is designed to fit the sales types for most businesses, but some may want to create their own. Depending on the type of business your company is in, you can tailor the system to meet your needs.

    Customize sales lists

    For example, you can customize all the main categories to reflect the sales stages you use in your sales process. You can also add new, or deactivate the unnecessary categories. There are, by default, some items in the lists. Maybe you can use these, or maybe you want to make changes.

    Have a look at the following lists, to see whether you want to change them or not:

    • Sales Type,
    • Stages Quote,
    • Sale Stage,
    • Sale Type Category.

    Configure the lists to make it fit the way you work.

    Learn how to add or edit a list item

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.