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1. Introduction
Seamless provides you with the ability to effortlessly create new sales for your customers or prospects with just a few clicks.
2. Prerequisite
You must have the "View sales" and "Create sales" permissions to perform the action
3. Create a new sales
To create a new Sale, you can click on the button below button in the Sales List, you can create . You can then proceed to generate a new sale for either a Person or Company account.
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This action will open the Create Sale form popup where you need to fill all mandatory information which is marked with asterisk in the form.
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If your organization only has individual customers or commercial customers, clicking on the button “Create” will directly show the popup “Create Sale” below.
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The information in the form includes:
a. Account Info
This section contains provides the sale’s sales account information. For example: Organization, First Name / Last Name / Company Name, NIN / Org. No, Email and KAM
Sales
This section contains all information of the sale. For example: , including Organization, First name, Last name, etc. You are only required to complete this information if the account or customer is not available in Seamless.
If you generate new sales for an existing customer, you can select the customer from the dropdown menu labeled "Choose From Existing Account" above. Typing any part of a customer’s name will narrow down the options in the dropdown, making it easier for you to select the specific customer.
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The dropdown “Choose From Existing Account” is available to search by NIN/Organization Nr. By typing the exact NIN/Organization Nr. would return the matched customer. |
b. Sales
This section captures the details of the new sale. For example, Pipeline, Sales Stage, Sales Name, Sales Rep., Sales Type…Sales Type, etc. This information is configurable depending on your business needs. See more details at Sales and Distribution Settings.
c. Contact
This section is available for Commercial Sales Customers only, it contains Contacts Contact info of for the sale, such as : First Name, Last Name, Email and Phone…
Attached Quote and Policy
To attach quote and policy, you can select Account with existing quote and policy then Field “Related records” will be show in pop-up CREATE SALE for this action
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, and Phone, etc.
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d. Sale Items
This section is used to capture sale items for a given sale. Sale items are quotes/policies that are created for the sale’s customer.
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