Find a sale in the Sales Log
Published · Last updated
Find one sale, or a group of them, in your office's list of sales.
1 minute · Everyone
1
Open Sales and choose the Sales Log tab.
2
Press the date button and pick a month, or choose All Time, YTD or Custom.
3
Narrow the list with All Products, All Team Members, All States, All Sources or All Statuses. You can tick more than one in each.
4
Type a customer's name in the Search box under the filters.
5
Press Reset All to clear the filters and the search.
- The pills above the table count what is showing. Press Pending, for example, to show only pending sales.
- Press a column heading to sort by it.
- Households groups the list by customer.
Tip. The search box in the top bar finds a sale from any page. Press Ctrl+K and type a name.
Frequently Asked Questions
A team member or a state is missing from a filter. Where did it go?
Those two lists follow the dates. Widen the period and they come back.
Does a Basic team member see the whole office's sales?
Yes. A Basic member's log lists the office's sales.