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 account 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 | |
 | 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 |