This page shows you how to manage sales opportunities in Seamless, whether you're creating new sales, cloning similar enquiries, updating details, or deleting sales records.
The Sales module helps you track every opportunity from start to close. Each sale is tied to a customer (person or company), a pipeline, a sales stage, and other related activities like tasks, contacts, and notes.
You’ll need the following permissions to fully manage sales in Seamless: View Sales, Create Sales, Update Sales and Delete Sales
If you can’t perform the action, please contact the Seamless support team. |
What You’ll Learn
1. Manage sales
Click Sales & Distributions on the mega menu 
Open the Sales list and view the information
Field | Description |
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Sales Name | Click to open the full Sales Details page | Reference | Unique ID of the sale | Account | Linked customer (click to view Customer Accounts ) | Pipeline | Linked pipeline By clicking on it, you can open the pipeline details, view its structure, and edit its settings if needed. Seamless allows you to use a default sales pipeline across all sales, or assign and customize specific pipelines for different sales opportunities. 
| Sales Stage | Current stage of the sale | Sales Rep | Assigned salesperson | KAM | Key Account Manager for the customer | Amount & Currency | Total deal value | Product | Product related to the sale | Close Date | Expected closing date | Last Updated | Last modified timestamp | Organization | Customer's organization |
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Action icon  (Comment/Note icon): Directly create note for a sale, so you don’t need to select the “Related Records” in the form, see how to add a note here Create Note. |
When you change the quick filter or show/hide a column in the list, that change will be remembered for the next time log in with the same browser. Columns in the table Sales List are configurable. If you would like to make changes to make the screen to be more aligned with your business, please contact your organization’s system admin or Contemi Support.
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a. The view & The filters
By default, sales are displayed in List View - a table format showing all sales and key details. You can switch to Card View by clicking the 
 In Card View: Sales appear as draggable widgets grouped by sales stage You can drag and drop sales between stages to update their progress instantly Only one pipeline is shown at a time, so a Pipeline filter will appear to let you choose which pipeline’s sales to view
This view is useful for teams that want a more visual, kanban-style workflow. |
 Use this to switch between: |
2. Sales details
The Sales Details page gives you a complete overview of a sales opportunity. It’s divided into multiple sections and tabs, each helping you manage different aspects of the sale.
 This section displays all core information about the sale, such as: Sales Name Pipeline and Stage Sales Representative Sale Type Related Account
You can edit the sale by clicking the  icon, which opens the Update Sale form. Refer to https://seamlessinsure.atlassian.net/wiki/x/PJ9_/ |
At the top of the Sales Details page, you’ll find quick-action buttons: Make a Call: Click to dial the customer’s main phone number. If multiple contacts exist, all phone numbers are displayed. Create Note: Instantly create a note linked to this sale — no need to manually select related records. Refer to https://seamlessinsure.atlassian.net/wiki/x/-69_/ Create Task: Quickly assign a task related to this sale without extra steps.
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The Summary tab shows:  You can personalize the layout using the Config Layout button. |
Shows all support cases associated with the sale.  |
Displays all notes created for this sale. You can:  |
3. FAQs
Yes, Seamless lets you assign a custom pipeline to each sale, or use a shared default pipeline across all sales. |
Yes, Seamless remembers your filter and column layout the next time you log in from the same browser. |
4. Related articles
