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Samantha Tran: Insurance-VN

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titleTrack email per sales record

If your organization enables the email tracking feature, you can now link incoming or outgoing emails to a specific sales record.

Info

Make sure you setup your outlook linked to Seamless account, ref to for more information

  1. Open a sales record

  2. Select image-20250605-083008.png

    1. image-20250605-083025.png

  3. Select SALES on Related records type

  4. Select the sale that you want to attach

    image-20250605-083052.png

  5. Send the email

  6. Back to the sale details, choose EMAILS tab

  7. View your sent email that have been tracked on the list

    1. Screenshot 2025-06-05 at 15.32.26.png

4. Edit an sales

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titleEdit a sales
Info

You’ll need the permission: Update Sales

If you can’t perform the action, please contact the Seamless support team.

  1. Go to the Sales List

  2. Click the Image Added icon on the sale you want to change

  3. The Update Sale popup will appear

    1. Image Added

This form contains the same fields you filled out when you first created the sale. You can find the full sales creation guide here.

⚠️ Important: You cannot change the customer account for an existing sale. It must remain the same.

You can:

  • Modify sales details (e.g., sales stage, rep, type)

  • Add or remove quotes and policies

  • Adjust sale commission (based on linked items)

5. Calculate earned commission

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titleCalculate earned commission

Seamless automatically calculates earned commission using attached policies only.

Calculation Rules:

  • Earned commission = total commission from all attached policies

  • Quotes and removed policies are excluded from the calculation

  • Commission is defined in the Sales Pipeline → Current Sales Stage within each Policy

  • If no commission is defined, Seamless will treat it as 0

  • If no policy is attached, the system uses the Sales Pipeline → Current Stage of the sale to calculate the commission

⚠️ Commission is not calculated unless at least one policy is attached.

. FAQs

Expand
titleWhat information gets copied when I clone a sale?

All manual input fields (e.g., account, product, sales type) are copied. Auto-generated fields like timestamps and IDs are excluded.

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titleCan I assign a sale to a specific sales team?

Absolutely. Just add the Team field in the sale record to link it to a specific group.

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titleWill editing the sale affect attached policies?

No, policies remain unchanged. But your commission calculation may change depending on what’s attached.