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.
Pre-requisites
To access the sale list, you should have the “View sales” permission.
The page can be accessed via the “Sales & Distribution” menu option.
Sale List
Action | Name | Description |
|---|---|---|
 | Create sale | You need to have the “Create sales” permission to see this button. This button 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.  |
 | List view | This button allows you to switch to the Card view. You can drag and drop the sale widget to change its stage directly.  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.  |
 | Search | This dropdown allows you to filter the sale list according to:
|
 | Search & Filter | This provides more search criteria for the Account entity:
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 |