If your company uses the Sales Form, tap the round + button in the Sequifi app, then New Sale, fill in the form and tap Submit Sale. The sale is recorded under your name and appears in your sales reports.
Who can do this: Any worker, once a Company Admin turns on Sales Forms in Tools > Add-Ons. Sales Forms is free for every company. Your company may have this turned off. Mortgage companies see Loan instead of Sale (Add Loan, Submit Loan).
Add a sale
Tap the round + button at the bottom of the screen.
Tap New Sale. The Add Sale screen opens.
Fill in the fields. Your company chooses which fields appear and which are required. Every form asks for the customer or order ID, the customer name and the sale date.
Use the pickers where you see them: Select a state, Select a product, Select an office, Select a date. Your company may fill in the product or office for you.
Tap Submit Sale. The button shows Submitting… while it saves.
When you see "Order ID ... has been recorded. It will appear in your sales reports.", tap Enter another sale to add the next one.
You're always the sales rep on a sale you submit. A new sale starts with no milestone dates. They are added later, for example by an import or integration, and milestone pay becomes payable only once its date is set.
Troubleshooting
Message or problem | What to do |
No New Sale when you tap + | New Sale isn't turned on for you. The + button then opens New Candidate only. Ask your admin. |
"The sales form is not enabled for your company." | Your company hasn't turned on the Sales Form. Ask your admin. |
"This field is required" or "Required fields are missing." | Fill in every field marked as required, then submit again. |
"A sale with this ID already exists" | That ID is already in Sequifi. Existing sales can't be changed from the form. Check the ID, or ask your admin. |
"Failed to load the sales form." | Check your connection and open New Sale again. |
For admins
The Sales Form is turned on in Tools > Add-Ons (super admins). Choose its fields in the Admin view under Settings > Company > Sales Form. Workers can also use the Add Sale button at the top of the website.
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Still stuck? Getting help from Sequifi Support.