Seamless makes it easy to manage your customers, leads, and contacts all in one place. Group them, send checklists, and stay organized without the hassle!
Learn how to:
Manage, Add or update your customer account, leads, contacts and target groups
There are 3 types of accounts in the system:
Accounts: customers of the organization
Leads: potential customers who didn't purchase any quote
Contacts: List of contacts recorded for Accounts.
Example
For Personal Accounts:
Himself / Herself
Relatives
Spouses
For Organization Accounts:
CEO
Representative
Target Group: groups of individuals having the same criteria. The target group can be used for triggering documents sent for all individuals in the group (email, checklist, etc)
Example
Group of customers who bought product A
Group of male customers
Group of female customers
Checklist: a list of items to be fulfilled. You can send the checklist to a specific target group.
Example
Sending “Insurance Application Checklist” to customers for preparing required documents before submitting an Insurance Application.
Insurance Application Checklist
Application Form
Copy of your ID Card
etc ….
Household: groups of customers who are living together under the same roof.
Example:
Household: 46 Adam street, City A
Members:
Adam White
Jenifer Brown
...
This is the Accounts main menu, where you can access the Accounts feature:Page Tree
Customer Accounts: Current customers (e.g., individuals or organizations like CEO/Representatives).
Leads: Potential customers without any purchases.
Contacts: Linked to Accounts (e.g., relatives, spouses for personal; representatives for organizations).
You can group customers using Target Groups (e.g., by product or demographics) and manage tasks with Checklists (e.g., sending document requirements). Households organize customers living together.