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Sale
Sale
Introduction
This tab gives you an overview on all sales of the currently viewing customer.
Prerequisites
To access this tab, you should have the “View sales” permission.
Sale
This tab contains a list of sales which belong to the currently viewing customer (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1758167045/Sales#Sale-List) where you can also perform following actions:
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
If you would like to request an article, drop us a mail at seamless.support@seamless.insure