Overview

In this article, we describe how SuperOffice users can make the best use of the sale history panel in Superoffice CRM.

When you are working with SuperOffice you might have noticed that certain tabs can get quite long and that searching for a particular item can be hard. With panels, you can easily create your own pre-filtered and searchable panels with a few clicks. Furthermore, you can decide where to place them in Superoffice.

Conditions

The Panels admin has to create a new sale history panel. More info

How to

In the newly created sale history panel you can easily see what the lead time of a sale is

Open SuperOffice CRM Online and go to the new sale history panel tab in a sale. This gives you a much better overview of the sale history and you get access to the complete history.

Searching

Based on your settings, the newly created panels are searchable. For each column, the user can click the little filter button and select criteria to search on.

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