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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 about the sales:
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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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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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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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