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.
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Prerequisites
To access the sale list, you should have the “View sales” permission.
The page can be accessed via the “Sales & Distribution” menu option.
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Sale List
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Action
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Name
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Description
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Create Sale
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Create Sale
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You need to have the “Create sales” permission to see this button.
This action is to open the Create Sale form popup where you can create a new sale for a Person or Company account.
To create a new sale, you need to fill all mandatory information which is marked with asterisk in the form.
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Edit Sale
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You need to have the “Update sales” permission to see this button.
This action is to open the Update Sale form popup where you can adjust information of the sale.
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Delete Sale
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You need to have the “Delete sales” permission to see this button.
This action is to completely delete a sale. Before processing this action, you need to confirm via a Confirmation dialog.
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List View
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This action allows you to switch to the Card view.
You can drag and drop the sale widget to change its stage directly.
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In this mode, you can only see the sales of a specific pipeline at a time. Hence, you will see a new pipeline filter when switching to this mode.
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Search
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This dropdown allows you to filter the sale list according to:
All sales: the sale list displays all sales in your organization
My sales: the sale list displays all sales which you are set as Sales Rep.
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Search & Filter
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This provides more search criteria for the Account entity:
Reference
Account
KAM
Pipeline
Sales Stage
Sales Name
Sales Rep.
Total Deal Amount
Currency
Sales Status
Product
Close Date From
Close Date To
Annual Contract Value
Description
If multiple search criteria are selected/input, the system will combine all the criteria and search for the sales which have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.