> ## Documentation Index
> Fetch the complete documentation index at: https://help.sarraf.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales conversations and quote tracking

> Track conversation state, quote link and linked order separately.

> [!NOTE]
>
> This translation is awaiting language review. Application screenshots and interface labels are in Turkish. The downloadable PDF is also in Turkish.

## 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.

## Quote link and closure

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](https://help.sarraf.net/en/siparisler/genel-bakis)


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