Use the Sales guide

The Sales guide will take you through the different stages of a predefined sales process, automatically provide suggestions and templates for documents that need to be created along the way, and highlight follow-up activities that need to be performed.

If you haven’t already done so, learn how to set up a Sales guide here. You can use the SuperOffice Sales guide or set up your own.

Watch this video to learn how easy it is to use the Sales guide (video length - 1:24):

The next steps will show how you can use the Sales guide in your daily work: going through all the stages of the sales guide, and creating and completing all the follow-up tasks with the right documentation – until the sale is completed.

Related: 

• Example of a sales guide - Help file
• Work with sales guides - Help file
• Set up a sales guide in Settings and maintenance