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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 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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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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a. List View
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This action allows you to switch to the Card view.
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How to add more information to Sales detail, please see more details on this topic Sales and Distribution Settings.
3. Comment
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When you change the quick filter or show/hide a column in the list, that change will be remembered for the next time log in with the same browser.
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