Sales aggregates closed deals across the workspace. Each sale links to one or more leads and line items from your catalog.
Sales list
- Search all sales.
- Summary stats: total sales, revenue, this month, latest sale.
Sale detail
- Edit sale date and notes.
- Add or remove line items with quantity.
- Link multiple leads to one sale when needed.
- Jump to related lead or product.
Where sales come from
Most sales are created when you attach products to a lead with a sale date. You can also record sales directly from the Sales page.