Sales list
1. Introduction
This is the page where you can manage all sales of your customers in Seamless. Also, to track your sales stage which is defined in the corresponding pipeline.
2. Prerequisite
To access the Sales module, you need to have these permissions: View Sales, Create Sales, Update Sales, and Delete Sales to have full control.
3. Sale List
The Sale List provides you with some information about the sales:
Field name | Description |
|---|---|
Action |
|
Sales name | Name of a sale
|
Reference | Reference/ ID of a sale |
Account | The customer who own/ hold a sales
|
Pipeline | The pipeline of the sale
|
Sales stage | The current stage of the sale
|
Sales rep | The sales representative name of the sales |
KAM | The Key Account Manager of the customer account |
Amount | Total deal amount |
Currency | The currency of the sales |
Product | The product name of the sales |
Close date | The date the sales is closed |
Last updated | The last updated date of the sales |
Organization | The organization of the customer account |
In the Sale List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
You can also perform the following actions:
Clicking on the button “+ Create” located next to “Sales List”: see more details at .
Action icon “Edit” (Pencil icon): see more details at.
Action icon “Delete” (Trash icon): see more details at
Action icon “Notes” (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 .
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. List View
This action allows you to switch to the Card view.
You can drag and drop the sale widget to change its stage directly.
In this mode, you can only see the sales of a specific pipeline at a time. Hence, you will see a new pipeline filter when switching to this mode.
b. Quick Filter
This dropdown allows you to filter the sale list according to:
All sales: the sale list displays all sales in your organization
My sales: the sale list displays all sales for which you are set as Sales Rep.
c. Search & Filter
This provides more search criteria for the Account entity:
Reference
Account
KAM
Pipeline
Sales Stage
Sales Name
Sales Rep.
Total Deal Amount
Currency
Sales Status
Product
Close Date From
Close Date To
Annual Contract Value
Description
If multiple search criteria are selected/input, the system will combine all the criteria and search for the sales that have corresponding attributes matching/containing the search values.
More info in .
d. Team in Sales
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. Below is an example.
How to add more information to Sales detail, please see more details on this topic .
If you would like to request an article, drop us a mail at production.support@contemi.com