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1. Introduction
This is the page where you can manage all sales of your customers in Seamless. Also, to track your sales stage which is defined in the corresponding pipeline.
2. Prerequisite
In order to access the Sales module, you need to have these permissions: View Sales, Create Sales, Update Sales, and Delete Sales to have full control.
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The Sale List provides you with some information of about the sales:
Field name | Description |
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Action |
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Sales name |
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Name of a sale
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Reference | Reference/ ID of a sale |
Account | The customer who own/ hold a sales
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Pipeline | The pipeline of the sale
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Sales stage |
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The current stage of the sale
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Sales rep | The sales representative name of the sales |
KAM | The Key Account Manager of the customer account |
Amount | Total deal amount |
Currency | The currency of the sales |
Product | The product name of the sales |
Close date | The date the sales is closed |
Last updated | The last updated date of the sales |
Organization | The organization of the customer account |
In the Sale List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
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Clicking on the button “+ Create” located next to “Sales List”: see more details at Create Sales .
Action icon “Edit” (Pencil icon): see more details athttps://contemi.atlassian.net/wiki/spaces/SHC/pages/1770946978/Edit+Sales?atlOrigin=eyJpIjoiYzZiZTEzZTk5MjlkNGEzOGE0N2I0NjRiN2NjMzlmZDciLCJwIjoiYyJ9.
Action icon “Delete” (Trash icon): see more details at https://contemi.atlassian.net/l/c/4tjmbNVy
Action icon “Notes” (Comment/Note icon): Directly create note for a sale, so you don’t need to select the “Related Records” in the form, see how to add a note here Create Note.
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All sales: the sale list displays all sales in your organization
My sales: the sale list displays all sales for which you are set as Sales Rep.
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If multiple search criteria are selected/input, the system will combine all the criteria and search for the sales which that have corresponding attributes matching/containing the search values.
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