Sales case

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

View and explore the Sales List: Understand key fields and how to access full sales details
Customize your Sales List layout: Show/hide columns, drag to reorder, and save your personal view
FAQs: Get answers to common questions about navigating and managing sales

1. Manage sales

Click Sales & Distributions on the mega menu
Open the Sales list and view the information

Field	Description

Field	Description
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

Refer to Sales action | Salesaction 1. Create a new sales

Refer to Sales action

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.

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:

All Sales (everything in your tenant)
My Sales (where you’re the Sales Rep)

Use advanced search to filter by:

Account
Sales Rep / KAM
Pipeline / Sales Stage
Product, Status, Amount, Dates, etc.

Refer to https://contemi.atlassian.net/l/c/t6Dm0NAd.

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 Sales action

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.

The Summary tab shows:

Current sales stage
High-level metrics
Widgets for linked content (e.g., Cases, Notes, Contacts)

You can personalize the layout using the Config Layout button.

Lists all contacts linked to the customer account. Click on any Contact Name to open their https://seamlessinsure.atlassian.net/wiki/x/5ZZ_/ page.

Shows all support cases associated with the sale.

Displays all notes created for this sale. You can:

Click Create to add a new note
Edit or delete existing notes

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.

Seamless Insure Help Center