Send and track samples

आप क्या सीखेंगे

Create a sample

Under More, in Revenue, open Samples and click New sample. Pick the account, the contact, the product with its quantity and unit, and the shipping address.

Ship it

Link the deal it's for. When it ships, set the status to Sent, add the tracking number and pick the send date, which doesn't fill in by itself.

Follow it through

Move the status to In transit, Delivered and Under evaluation, then write the test notes and set the result. The list shows every sample's status.