This page shows you how to manage sales opportunities in Seamless, whether you're creating a brand-new sale, cloning an existing one, editing details, or removing records you no longer need.
You’ll learn how to:
Create a new sales opportunity: Start a brand-new sale from the Sales List
Clone an existing sales opportunity: Save time by copying a previous sales record
Edit existing sales to update key information
Remove sales that are no longer needed
1. Create a new sales
You must have the View sales and Create sales permissions to perform the action
Go to the Sales List screen.
Click the Create button. If your company handles only individuals or only companies, the Create Sale popup will open directly.
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.
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
If you're creating a sale for a Commercial Customer, you'll see this section. Fill in the contact person's information:
First Name, Last Name, Email, Phone number
This ensures your team can reach the right contact during the sales process.
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.
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
Once all information is filled in, click Create to save the new sale.
2. Clone a sales
You’ll need permission: Manage sales records
If you can’t perform the action, please contact the Seamless support team.
Go to the Sales section from the main menu.
Find the opportunity you want to copy.
Look for the
buttonWhen you click
, Seamless will open a Create New Sales dialog and it will be filled with the same data from the original record.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)