In this article, you will learn how to manage sales cases. The article includes instructions for the following actions:
✔️ How to add a new sales case
✔️ How to edit the basic details or the sales status of a sales case
✔️ How to close or delete a sales case
How do I add a new sales case?
You can create a new sales case if you have permission to create projects and view your company’s customers. Start by clicking the action button Add new in the top menu or click the Add sales case button in the Sales view:
Add the Sales case name and Account (mandatory fields)
Optionally fill in other general information, such as Contact, Unit and Cost center
If your organization has several currencies enabled, you can also select the Invoicing currency.
Fill in the remaining sales details.
Save by clicking Add
The new sales case opens on its own page after saving. If you close the form before saving, Severa will ask whether you want to cancel the creation of the sales case.
For a new sales case you can only select an ongoing sales status. You can mark the sales case as won or lost only after it has been created.
How do I move a sales case to another sales status?
You can move a sales case to another sales status by dragging the sales case card to another column in the kanban board:
Change the view to Kanban
Drag the sales case card to the column of the sales status to which you want to move it
When the sales status changes, the probability of the sales case is updated to the default probability defined for the new status.
How do I mark a sales case as won?
You can mark a sales case as won in the kanban board, and the case will become a project.
Drag the sales case card to Won
Select the won sales status if your organization has more than one
Confirm by clicking Create project
The expected order date for the won sales case is set to the current day, and the probability is set to the default probability of the selected status. If the sales case has no due date, the due date is set to a day one month from now.
If you cancel the confirmation, the sales case returns to its original column and nothing changes. If you are not allowed to edit the sales case, the confirmation dialog does not open and the card returns to its place. If the area for closed sales cases is collapsed, open it first so that you can drag the card into it.
How do I mark a sales case as lost?
You can mark a sales case as lost in the kanban board, in which case the sales case is closed and archived.
Drag the sales case card to Lost
Select the lost sales status if your organization has more than one
Confirm by clicking Archive case
The expected order date for the lost sales case is set to the current day, and the sales case is removed from the list of ongoing sales cases.
If the sales case cannot be closed, Severa will explain the reason and the sales case remains unchanged. If the area for closed sales cases is collapsed, open it first so that you can drag the card into it.
How do I edit the details of a sales case?
You can edit the sales details of a sales case by opening the quick view of the sales case directly from the kanban board.
Click the name in the sales case card or select Quick view from the three-dot menu in the card
Edit the sales details, such as Project value, Active status, Probability, Expected order date, Lead source and Sales person
Save by clicking Save
In the quick view, you also see upcoming tasks related to the sales case. If you select a won or lost status, Severa will ask for confirmation before saving. From the card menu, you can also go to the dedicated page of the sales case or to the account details.
From the Quick view you can also go directly to the sales case by clicking Go to case.
How do I delete a sales case?
You can delete a sales case in the kanban board if you have permission to delete that sales case.
Open the three-dot action menu of the sales case card
Select Delete case
Confirm remove by clicking Delete
Keywords: beta, sales, sales cases, adding a sales case, kanban, sales pipeline, sales status, won, lost, expected order date, sales KPI//
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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