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Campaign Sales

Track and manage sales made within a specific campaign. View sales, filter by various criteria, and manage sale statuses.

Track and manage sales made within a specific campaign. View sales, filter by various criteria, and manage sale statuses.

Accessing Campaign Sales

  1. Navigate to your campaign
  2. Click the Sales tab
  3. View all sales from this campaign

Sales Table

Table Columns

The sales table shows campaign sales with:

ColumnDescription
Order #Order number (or "Standalone")
Sale DateWhen the sale was recorded
AddressLocation of the sale
ItemsNumber of items in the order
StatusCurrent sale state
SalespersonWho made the sale

Row Navigation

Click any row to view the full sale details.

Filtering Sales

Available Filters

FilterDescription
SearchSearch addresses or products
StateFilter by sale state
ZoneFilter by address zone

Using Filters

  1. Enter search text to filter by address or product
  2. Select a state from the dropdown
  3. Select a zone to see only sales from that zone
  4. Click Clear Filters to reset

Sale Details

Click a sale to view its detail page showing:

  • Sale number and product
  • Price information
  • Sale date and status
  • Salesperson
  • Commission amount and paid status
  • Address information
  • Applied promotions (if any)
  • Commission entries
  • Status history

See Team Sales for more details on sale management.

Managing Sales

Transitioning Sale Status

From the sales table, you can transition sale statuses:

  1. Click the actions menu on a sale row
  2. Select a transition option
  3. The status updates immediately

Bulk State Transitions

To transition multiple sales at once:

  1. Apply filters to show the sales you want to transition
  2. Click Bulk Transition
  3. Select the target state
  4. All visible sales will transition

Note: Only sales with valid transitions will be updated.

Recording Sales

Sales are typically recorded from:

  1. Address detail page - When interacting with a specific address
  2. During interactions - As part of recording an interaction

See Recording Sales for complete instructions.

Commission Tracking

Campaign sales contribute to commissions:

  • Commission calculated based on product commission amounts
  • Visible on sale detail page
  • Reflected in Commission reports

Campaign sales may contribute to:

  • Campaign-scoped bonus targets
  • Salesperson bonus targets
  • Account-wide bonus targets

Progress updates automatically when sales reach qualifying states.

Permissions

Sales management requires appropriate permissions:

ActionPermission Required
View salesBasic team member access
Update sale statussales:update permission
Bulk transitionsales:update permission

Best Practices

Recording Sales

  1. Record promptly - Enter sales when they happen
  2. Include notes - Add context for future reference
  3. Verify details - Check product, price, and address

Tracking Progress

  1. Use filters - Focus on specific states or zones
  2. Review regularly - Check sales status
  3. Monitor commission - Track earnings from campaign sales

Troubleshooting

Sale Not Appearing

If a sale isn't showing:

  1. Check the state filter
  2. Check the zone filter
  3. Clear all filters
  4. Verify the sale is linked to this campaign
  5. Refresh the page

Status Transition Not Available

If you can't transition a sale:

  1. Check the sale model configuration
  2. Verify the transition is allowed from current state
  3. Ensure you have sales:update permission