View a sales contact in InSite

You use the Sales contacts menu function to open an overview of all sales contacts in InSite. From this overview, you open the properties of a specific sales contact to view the data.

To view a sales contact:

1. Open the site.
2. Log on with the user name and password.
3. Click on: OK.
4. Click on: Relations.
5. Click on: Debtors.

   InSite may have been configured differently for you, in which case the description of the action can be different. It could be Sales Contacts, for example.

   You can use the quick filter to search for the correct sales contact.

6. Open the properties of the sales contact.
7. You can view the data here.

   Using the Go directly to button, you can open the links for the organisation. Possible links are:

   • Subscriptions
   • Contacts
   • Dossier
   • Invoices
   • Financial changes
   • Actual costing
   • Outstanding items
   • Organisation or Person (if the contact is a person)
   • Projects