Discount limits

The highest line discount each role can give without approval. Above the limit the quote goes to the manager, then to the admin.

Numbering and validity

Applies to new records. Existing numbers never change.

E-signature and orders

Notifications

Who hears about what, in the bell and by email.

Default terms

Filled in on new records of each type. Reps can change them per record.

ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
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Reset ZetSales demo data?

Quotes, orders, products and settings for this company go back to the sample data. This can't be undone.