Status panel indicating current status, when updated and by whom, current alerts and change status action button

1. [Change status]  -  us to progress the sale through predefined stages. Refer to Lookups for details of how to customise.

1. Sales  Summary  -  key details about the Sale including the current status of the sale.
2. [Actions]  -  quick access for creation of a new contact log or a new document from a template and view third party linked service logs.
3. [Edit] button to quickly open the Sales edit view.
4. Assign {Hot}, {Warm} or {Cool} status to the Sales Enquiry as appropriate.
5. Sales Work Area Menus  -  Shortcuts to the relevant area of interest within the work area. **Note that the shortcuts will change dependent on the property type and the status of the sale process.

1. Add and edit additional details relating to the sale that have not been added during opportunity/sales enquiry processes.
2. Purchase Order Number
3. Total cost of the sale
4. a
5. Add any private notes.
7. Click [Save] to save your additions and edits.

Customer account details and access to the account history and filters. Depending on your users access privileges there are a number additional tabs to reassign the sales account, edit the account, edit the customer activity, complete a customer survey and change subscription status.  

1. Customer's name attached to the sale.
2. Enter the customers address, city, state, postcode and country. Note: if the details have been entered into the account previously these details will auto fill
3. Customers contact information for the sale. Note: If the details have been entered into the account previously these details will auto fill
4. [Save]  -  click to save your changes.]
5. [Same As Shipping] - click to autofill billing address as shipping address.
6. Customer's name attached to the sale.
7. Enter the customers address, city, state, postcode and country. Note: if the details have been entered into the account previously these details will auto fill
8. Customers contact information for the sale. Note: If the details have been entered into the account previously these details will auto fill.
9. [Save]  -  click to save your changes.]

1. [+] - click to add new product to the sale.
2. Select the desired product from the drop down menu.
3. Select quantity of selected product for the sale.
4. Unit price will auto fill once product is selected. Note - This can be changed in this area if required.
5. Shipping fee will auto fill once product is selected. Note - This can be changed in this area if required.
6. [Save]  -  click to add product to the sale.
7. [Remove] - click to removes new product before adding to the sale.
8. [Edit] - click to change existing products within the sale, Product, Quantity, Unit Price, Shipping Fee.
9. [Delete] - click to delete products no longer required for the sale.

1. [Create New]  -  create a new payment entry.
2. [Edit]  -  edit the selected payment entry.
3. [Delete]  -  delete the selected payment entry.
4. [Refresh]  -  refresh the view after any changes.
5. In the payment details window enter/edit relevant details noting that the choices provided can be configured by your admin manager in Lookups.
6. [Save]  - save your entry.

Contact Logs are the records  of your contact activity within Complete, showing the details and current status of each contact. Refer to Creating a Contact Log in a specific Work Area

1. [Create New]  -  create a new contact log every time you contact a client. Keeping these up to date gives  both you and the business a record of your activity, a trail  for those who follow, and transparency if required for dispute resolution.

Create opportunities from your interaction with the buyer. refer to How to Create a New Opportunity

1. [Notify]  -  
2. [View Summary]  -  opens the highlighted opportunity in the Opportunity Summary view.
3. [Create New] to open the New Contact window to add a new opportunity directly.
4. [Edit] to open and edit an existing highlighted opportunity directly within the Sales Edit view. The same can be achieved by clicking the small arrow to the left of the opportunity or double clicking the opportunity.
5. [Delete]  -  delete existing highlighted opportunity.
6. [Refresh]  -  refresh the view after any changes.

1. Work Allocation can be used to managed and track work for the client account that is shared between more than one employee or partner.
2. Click to [Create New] shared work

1. [Create New]  -  create a new commission entry.
2. [Edit]  -  edit the selected commission entry.
3. [Delete]  -  delete the selected commission entry.
4. [Refresh]  -  refresh the view after any changes.
5. In the commission details window enter/edit relevant details noting that the choices provided can be configured by your admin manger in Lookups.
6. [Save]  - save your entry.
7. Click tabs to edit details or create commission splits.
8. Click [Create New] - create an new commission entry.
9. In the {% Commission Splits} entry window enter or edit relevant details noting that the choices provided can be configured by your admin manager in Lookups.
10. [Save]  - save your entry.

With a Product Sales transactions there will be many third parties who will be involved and the Contacts section allows for their details to be recorded in one place and to be associated with the sale.

1. [Create New]  -  opens the New Contact window
2. [Edit]  -  open and edit an existing highlighted contact.
3. [Delete]  -  delete existing highlighted contact.
4. [Refresh]  -  refresh the view after any changes.
5. Search account you want to be a contact for the sale.
6. Select operating location.
7. Select type on contact desired.
8. Select role of the contact.
9. [Save] - Save your entry

To add documents to the work there are four options:-

1. [Attach Document(s) from DMS - select from the uploaded documents available to you within the DMS
2. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
3. Drag and drop into the marked box.
4. Click [Enable External Upload]/[Enable External Download] to enable and share link for your client or coworkers to upload/download external files themselves. Refer to DMS External Upload

To search within the attached documents:-

5. Search within documents that have been attached to the work for the account.
6. Filter using tags that have been added to the document attached to the work for the account
7. [Filter By Externally Uploaded Documents]  - filters the list to show externally uploaded documents only.
8. [Search] - start search within documents that have been attached to the work for the account.
9. [Clear Search] to clear the search criteria, text and tags.
10. Sort filtered results by file name or upload date.
11. Display as a list or a grid view.