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How to add sales performance to your Trademarks and Patents

Sales Performance for Trademarks and Patents

To add sales to a specific trademark or patent, click on the "Add Sales" button underneath the sales tab. This will open the modal displayed below.

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In this modal, the year and currency are automatically set based on the current year and your organization's selected currency. However, these values can be modified. The "Quarter" and "Revenue" fields are mandatory and must be filled in to successfully add a sale.

 

The information entered in the records is stored and utilized for our Sales Navigator feature.

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