(Estimated time: 2 minutes)

Once your contacts and sales are created, you may want to know how to track your sales with each contact. It's very simple:

1. To check the status of your sales with a client, simply go to their contact profile in the “Contacts” tab, where the sales linked to them will be displayed in chronological order :

Contact page

View sales by scrolling to the bottom of the profile and click “+” to add a new one

1. Alternatively, you can also view them directly in the “sales” tab by filtering the results by contact.

To do this, simply switch your kanban to “table view” if it’s not already, then search for the sales by name using the search bar at the top:

Kanban view for sales

Filter sales in table view

1. That’s it, your sales are always just a few clicks away and easily accessible

Want to go further? → Set up ROI on NextLead