Create new sale
Go to the Sales module and click on ‘New’.
In the pop-up that appears, you can then select the company or person for whom the sale must be created.
Does the company or person not yet exist in Simplicate? Then you can create it from here.
Are there multiple company profiles? Then choose from which company profile the quote should be sent.
Give the sale a name or subject in the ‘description’ field.
Add the sale.
