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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 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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3. Sale List
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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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| Info |
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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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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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b. Quick Filter
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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 for which you are set as Sales Rep.
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c. Search & Filter
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This provides more search criteria for the Account entity:
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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.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.
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d. Team in Sales
If your organization or sales department has multiple sales teams, you can indicate the owner team of a given sale by adding the Team to the Sale information. Below is an example.
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How to add more information to Sales detail, please see more details on this topic Sales and Distribution Settings.
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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