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.

Prerequisites

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

The Sale List provides you some information of the sales:

• Sales name (by clicking on the Sales Name, you will be redirected to the corresponding https://contemi.atlassian.net/wiki/spaces/SHC/pages/1769963542/Sales+Details?atlOrigin=eyJpIjoiMzljYzNlYzVmNWFjNDg5OTkzZDU0MDEzMzYyYWU5ODMiLCJwIjoiYyJ9 page)

• Reference

• Account

• Pipeline

• Sales stage

• Sales rep.

• KAM

• Total deal amount

• Currency

• Product

• Close date

• Last updated

• Organization

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:

You can also perform following actions:

• https://contemi.atlassian.net/wiki/spaces/SHC/pages/1771077801/Create+Sales?atlOrigin=eyJpIjoiMmNkNmYxZGU5MTExNGI5ZDllYWU0MWJiMDZiOGZhMDgiLCJwIjoiYyJ9

• https://contemi.atlassian.net/wiki/spaces/SHC/pages/1770946978/Edit+Sales?atlOrigin=eyJpIjoiYzZiZTEzZTk5MjlkNGEzOGE0N2I0NjRiN2NjMzlmZDciLCJwIjoiYyJ9

• https://contemi.atlassian.net/l/c/4tjmbNVy

• Directly create note for a sale (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.

List View

This action 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:

• All sales: the sale list displays all sales in your organization

• My sales: the sale list displays all sales which you are set as Sales Rep.

Search & Filter

This provides more search criteria for the Account entity:

• Reference

• Account

• KAM

• Pipeline

• Sales Stage

• Sales Name

• Sales Rep.

• Total Deal Amount

• Currency

• Sales Status

• Product

• Close Date From

• Close Date To

• Annual Contract Value

• Description

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.