Summary
Learn how to add custom sales conditions to your system. Sales conditions are available alongside the default options and can be used as critical date options within Sales Details.
Sales conditions are used to track key milestones within the sales process. You may also know these as critical date options within the Sales Details screen.
In addition to the default system options, you can create your own sales conditions to suit your agency's requirements.
To add a new sales condition:
- Go to: Settings > Sales > Sales Conditions
- Click + Add sales condition
- Enter your new sales condition
- Click Save
Any sales conditions you add will be displayed alongside the default system options.
These sales conditions will be available when managing sales records and critical dates within Sales Details.