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Use sales overview to prioritise

Updated on 26 Oct 2021

Keep your sales organised so that you are always focused on the sales that matter the most to you. In this how-to guide you’ll learn how to use the sales overview to prioritise your sales.

Once you have registered all your sales in SuperOffice CRM, they will appear in your personal sales overview in the Sales tab and in your SuperOffice Diary.

You can organise your sales by one of the three categories: sales amount, sales date, or sales stage.

The Sales tab also acts like a “sales secretary” by highlighting all your upcoming planned activities in the Next Activity field, as well as drawing your attention to those that you may have forgotten in red font.

  • The Sales section tab (Diary)
  • The Sales secretary

 

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