Sales action

1. Go to the Sales List screen.

2. Click the Create button. If your company handles only individuals or only companies, the Create Sale popup will open directly.

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3. The Account Info section is where you choose or define who the sale is for. This section is where you choose or define who the sale is for.

   • Choose From Existing Account:

     • Start typing the customer name, NIN, or Organization Nr. to search. Once found, just select them, no need to fill out other fields.

   • Add a New Account: If the customer doesn’t exist yet, enter their details manually:

     • For individuals: First name, Last name, etc.

     • For companies: Organization name, Org number, etc.

4. Fill in key information about the sale in Sales Details section, such as:

   • Pipeline, Sales Stage, Sales Name, Sales Rep, Sales Type

   • These fields may vary depending on your business configuration. For full details, check: Sales Field Definitions

5. If you're creating a sale for a Commercial Customer, you'll see this section. Fill in the contact person's information:

   1. First Name, Last Name, Email, Phone number

   2. This ensures your team can reach the right contact during the sales process.

6. Use Sales Items section to list sale items, these are quotes or policies linked to the sale.

   • You can add multiple items depending on the products you're offering. Each item represents one quote or policy created for this customer

   • Once all information is filled in, click Create to save the new sale.

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7. 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

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8. Once all information is filled in, click Create to save the new sale.

1. Go to the Sales section from the main menu.

2. Find the opportunity you want to copy.

3. Look for the button

4. When you click , Seamless will open a Create New Sales dialog and it will be filled with the same data from the original record.

5. What gets copied?

   • All the standard sales input fields

   • Associated product or broker details

   • Any manually entered fields (except system-generated values like ID or timestamp)

If your organization enables the email tracking feature, you can now link incoming or outgoing emails to a specific sales record.

1. Open a sales record

2. Select

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3. Select SALES on Related records type

4. Select the sale that you want to attach

   

5. Send the email

6. Back to the sale details, choose EMAILS tab

7. View your sent email that have been tracked on the list

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All manual input fields (e.g., account, product, sales type) are copied. Auto-generated fields like timestamps and IDs are excluded.

Absolutely. Just add the Team field in the sale record to link it to a specific group.