You can create a new sales case from the top navigation by selecting New > Sales case 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 sure to select the correct currency when creating the project.
After saving, you are redirected to the newly created sales case. You can edit the case settings or add activities and notes. All activities linked to a sales 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 sales case, you can get back to it by clicking the case name anywhere in the system. Use the History button in the top navigation to quickly access the latest 10 places you've visited.
Closing or removing a sales case
To close or remove a sales case, click the Action menu (three dots) in the upper right corner. A case with work hours, proposals, files, or invoices cannot be removed. You can close the case so it is not shown in listings. Close the case by selecting Close project from the three-dot action button.
Closing a sales case does not remove data from the system. Closed sales cases can be retrieved from reports using the correct filters.
If you want to remove a sales case but cannot due to logged hours, you can easily transfer unbilled work hour entries from one case to another via the Project plan tab. Open the total hours or hours by phase from the Phases section by clicking the hour quantity to display a list format report. Select all desired rows from the checkbox and click Select action > Change project and phase > Update.
Did you find it helpful? Yes No
Send feedback