You can create a new sales case in Severa in two ways:
1️⃣ From the top navigation, select New > Sales case
2️⃣ Go to the sales overview from the side navigation under Sales and click Add sales case
Fill in the sales case details:
- Basic information: Customer, sales case name, business unit, cost center, invoicing currency
- Sales status: Define the sales status (the available sales statuses are the ones defined in your company settings)
- Deal details: Define the Project value (sales estimate), Probability, Expected order date and Lead source
- Finally, remember to Save the details
Please note that the sales case currency cannot be changed after the sales case has been saved. If your organization has the Multi-currency add-on enabled (Platinum and Enterprise), make sure to select the correct currency when creating the sales case.
After creating the sales case, you are directed to the sales case page where you can manage the entire case:
- Sales tab: View proposals and attached files or add new documents.
- Project plan: View the team’s productivity and prepare the project plan
- Collaboration: View tasks or internal comments linked to the sales case
- Financials: View the financials of the sales case or prepare pricing and billing
- Project settings: Edit sales case–specific settings, such as billing details
You can return to the sales case by clicking its name anywhere in the system or by using the Case history button in the top navigation (last 10 items). You can also use the search field in the upper right corner to search for sales cases.
Keywords: sales case, top navigation, multi-currency, activities, notes, case history, action menu, project plan
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