You can create sales cases from the top navigation by opening the Add new menu or clicking Sales in the side navigation. Just fill in the details and Save.

Currency cannot be changed after saving a sales case, so if you are using multiple currencies (Multi-currency add-on required) make you select the correct one when creating the case.

When finished, you are redirected to the newly created sales case. You can edit the details of the case or add sales activities and notes to it. All activities linked to a case are shown under Activities and are easily modified there. From the Sales tab you can also easily access proposals and files added to it and add new ones if needed.

If you navigate away from the case you can get back to it by clicking the case name anywhere in the system. Use History in the top navigation to access the latest 10 places you've visited.

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