Sales Manager Lightning

Before we dive in, let's first re-visit Resulting Appointments and how Status and Status Detail values corelate to Reporting metrics.

Then we will discuss creating Quotes, generating PDF documents and resulting as a Sale.

We will introduce you to the Fields on the Sale page, how to Approve a Sale and indicate when the customer is past the legal Right of Recission period. 

We will introduce you to Payment records; this record type is how improveit 360 allows your company to track Payments and Adjustments applied to a Sale or Project. 

Finally, we'll discuss Tracking Change Orders and how to Cancel a Sale and what next steps you may want to take on Canceled Sales.