Changing a sale date

As a SALESMANAGER you are able to change the date of sale. Once the status of the card has been changed to sale, you will find the icon to change the date.

In the Sales Opportunity section, you have the Sales Date field

To change the date, click on the calendar icon to the right of the sale status.

A calendar will display to choose the date when the sale was actually made.

Now you can change the date. Once you've chosen your new date, click anywhere on the page and a pop-up will appear to confirm the date change.

By clicking yes, the Sales Date field will be changed. This will affect your sales table. Please note that it will not have a red card, as the sale date will not be today.

• Related Articles

• Filters and Case fields of the sales module

  You have two types of filters: those at the top and those in the last table (opportunities/columns). Please note that the category Excluded is not counted as well as the cards checked Exclude. To change the status of the card to Excluded, you can ...

• List of Opportunities

  A quick tool to see the client Opportunity Cards including the cards actions and statistics. Please note that only users with the Sales manager/Director role can access this page. Where to fund Opportunities Sales -> Opportunities list Begin by ...

• TO and BUMP

  The manager and the seller have the privilege to add a TO and/or a BUMP directly on the opportunity. The manager (SALESMANAGER) will then be able to see the report by a specific date. TO = Take Over where the manager gets involved in the transaction. ...

• Workflow

  The workflow has been designed with columns and color coding so that everyone can follow the evolution of the product. From the date of the sale to the delivery. Every change an employee makes on the card, everyone will be able to see that change ...

• How to push a card to the Workflow

  In order to push a card into a Workflow; you need to make sure these 2 steps have been completed beforehand: 1. A quote has been created 2. The status of the quote has been selected If these two steps are not followed, you will not have access to the ...