Sales

Sales overview
The sales overview page gives you a good idea of the sales cases in different statuses in the pipeline. These correspond to the statuses you’ve set in sett...
Tue, 13 Oct, 2020 at 11:22 AM
Sales case
After you have created a sales case you can easily access it by clicking the case name anywhere in the system. When you open a sales case you can browse th...
Tue, 13 Oct, 2020 at 11:22 AM
Create proposals
Proposals are part of your sales cases and creating them is easy in Visma Severa. You can create proposals either from the top menu or from the sales tab o...
Tue, 13 Oct, 2020 at 11:22 AM
Create project plan from proposal
When your customer accepts the proposal you can easily create a project plan using proposal rows as the basis. Start by clicking Go to create project plan ...
Tue, 13 Oct, 2020 at 11:23 AM
Create billing plan from proposal
When your customer accepts the proposal you can easily create a billing plan using proposal rows as the basis. Start by clicking Go to create billing plan ...
Tue, 13 Oct, 2020 at 11:23 AM