The Sales Form gives everyone an Add Sale button to enter a sale themselves. Turn it on with the Sales Forms add-on on Tools > Add-Ons, then choose its fields in the Admin view at Settings > Company > Sales Form: drag fields into order, choose Visible and Required, and select Save. Mortgage companies see Loans Form and Add Loan instead.

Who can do this: Company Admins. Turning on the add-on and saving the form both need a Company Admin. Sales Forms is available to every company at no additional charge; a Company Admin must turn it on.

Turn on the Sales Form

Select Admin in the Worker / Admin toggle at the top of the page.
Open Tools > Add-Ons and find Sales Forms.
Select Activate. You'll see "Sales Forms is on".

Everyone at your company now sees Add Sale in the bar at the top of the page, including admins.

Choose the form's fields

Open Settings > Company, then select Sales Form in the left pane.
System fields are pinned at the top. Drag the fields below them to set the order reps see.
For each field, tick Visible to show it and Required to make it mandatory.
Select Save. You'll see "Sales form configuration saved."

System fields

Customer / Order ID, Customer Name and the sale date are always on the form and always required.
Product and Office are required, but you can hide them. If you hide Product, the sale uses your default product. If you hide Office, it uses the rep's office.

Other fields you can add

Rows marked Standard field include the customer's address, city, state, zip, email and phone, the system size, the sale value, and extra closer or setter slots. Rows marked Custom field are your custom sales fields. See Custom sales fields.

How submitted sales work

The person who submits is always the sales rep on the sale.
A sale from the form usually starts with only its sale date. Other milestone dates are added later, for example by an import or an integration.
The form never updates an existing sale. If the ID is already in Sequifi, the rep sees "A sale with this ID already exists".

Turn off the Sales Form

On Tools > Add-Ons, select Turn Off on the Sales Forms card. The Add Sale button and the Sales Form settings page disappear. Anyone who opens the form sees "The sales form is not enabled for your company."

On the mobile app

The form's fields can't be set up in the mobile app. Reps may be able to add a sale in the app with the + button and New Sale. See Mobile: add a sale (New Sale).

Troubleshooting

Problem	What to do
No Sales Form page under Settings > Company	The Sales Forms add-on is off. A Company Admin can turn it on in Tools > Add-Ons.
"Failed to save the sales form configuration."	Saving needs a Company Admin. If you are one, try again, and contact Sequifi Support if it keeps failing.
I can't tick Required on a field	A hidden field can't be required, and system fields are always required.

Still stuck? Getting help from Sequifi Support.

Set up the Sales Form (admins)