Sales documents include sales orders, services orders, quotations, and contracts.
You can view all sales documents, or view sales documents associated with an account or contact, using these methods:
| Method |
Description |
| Sales Documents |
- Select Sales Documents.
- Select a sales document to view its details.
|
| Accounts |
- Select Accounts.
- Select an account to view its fact sheet.
- Near the bottom of the screen, select Sales Documents.
- Select the sales document to view its details.
|
| Contacts |
- Select Contacts.
- Select a contact to view its fact sheet.
- Near the bottom of the screen, select Sales Documents.
- Select the sales document to view its details.
|