For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create sale
Journey step that creates a Sale on the matching contact in SuperOffice.
Create sale step settings panel
Settings
Sales type: Sets the type of sale. Choose from the available sales types in your connected SuperOffice account.
Sales status: Sets the current status of the sale in the sales cycle. Choose from the available statuses in your connected SuperOffice account.
Sales value: Sets an estimated value for the sale. The assigned SuperOffice user can update this later.
Assign Sale: Assign the sale to a specific SuperOffice user, or use the dynamic Our contact option. Our contact is the user assigned to the contact's company under the Our contact field on the SuperOffice company card.
Sale description in SuperOffice: A description for the sale. Type @ to insert personalized merge fields. The description also appears in the Text column of the Sales tab on Contacts and Companies in SuperOffice.
Place Sale in a SuperOffice project: Assign a project to add both the sale and the contact to a SuperOffice project of your choice.
