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This translation is awaiting language review. Application screenshots and interface labels are in Turkish. The downloadable PDF is also in Turkish.

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Find the conversation

  1. Open Sales → Sales conversations (Satışlar → Satış görüşmeleri). Search by record number, source and state.
  2. Use View (Görüntüle) and check customer, contact, first message and latest action. Distinguish New (Yeni), Assigned (Atandı), Contacted (Görüşüldü), Quoted (Teklif verildi), Accepted (Kabul edildi) and Converted to order (Siparişe dönüştü).
  3. Check cart/order links under Links (Bağlantılar); use Inspect order (Siparişi incele) when present. Conversation state alone is neither collection nor delivery.
If a Customer quote link (Müşteri teklif bağlantısı) exists, check expiry. With permission, use Refresh quote link (Teklif bağlantısını yenile) and Copy (Kopyala). Share it only with the relevant customer, never in the guide or a public record. Choose a state transition offered on screen. For Lost (Kaybedildi) or Cancelled (İptal edildi), enter and confirm the closure reason. Closing the conversation changes neither its cart nor its order. Use reopening/previous-stage options only when offered. Order and payment tracking