Navigating the Seamless.AI Homepage
The Seamless.AI Homepage is your central hub to navigate the platform quickly and effectively. From here, you can search for contacts and companies, track your ROI with real-time sales metrics, earn extra credits by completing simple tasks, enrich your own data files, and access top-rated learning resources to sharpen your sales skills. This article gives you a quick tour of each feature so you can get the most out of Seamless.AI.
Note
Seamless.AI Connect Beta Feature
The features and information outlined in this article are part of Seamless.AI Connect, which is currently in BETA testing. Access is limited to users participating in the beta trial. These features will become available to all users after the BETA period concludes.
Interested in joining the Seamless.AI Connect BETA testing waitlist? Join here!
The Seamless.AI Homepage is designed to make it easier and faster to navigate the platform. From one central hub, you can now search, track ROI, enrich data, earn credits, and access learning resources — all with just a few clicks.
Here’s a quick tour of what you can do on the new homepage:
Quick Links
The Quick Links section on the homepage provides you with fast access to key tasks, activities, and engagement statuses. With just one click, you can navigate directly to specific pages or actions, such as viewing tasks due, checking lead engagement, or monitoring progress toward your monthly lead goal, helping you work more efficiently and stay organized.
At a glance, you’ll see the Quick Links you’ve chosen to display, giving you immediate insight into the most relevant metrics and actions for your workflow.
Customize Your Quick Links
You can tailor the displayed Quick Link widgets section to fit your preferences. Click the Customize Layout icon in the top-right corner of the Quick Links section.
- Choose Which Links to Display - In the customization menu, check the boxes for the widgets you’d like to show. Unchecked items will not appear in your Quick Links.
- Reorder Your Quick Links - Drag and drop the Quick Link cards into your preferred order. Items at the top of the list will appear leftmost, while those lower in the list will appear further to the right on the homepage.
Quick Link Widgets
Here are the widgets you can choose to include:
Leads to Goal – Track your monthly progress toward your lead generation goal.
Customize your monthly lead goal directly through the Leads to Goal widget, through the edit icon in the top right corner.
Tasks Due – See the number of upcoming or overdue tasks at a glance, and click to start completing tasks directly on the Tasks page..
Follow-up – Quickly view and access and leads that need follow-up in the Activity page.
Engagement Statuses – View leads categorized by engagement stage:
- Interested
- Qualified
- Closed Won
- Open
These widgets make it easy to jump directly into specific workflows and monitor your priorities without navigating through multiple pages.
Track Your ROI with Seamless.AI
See the impact of your sales efforts in real-time with our new ROI tracker.
On the homepage, you’ll see key metrics like:
- Leads generated
- Opportunities created
- Sales closed
- Revenue influenced
Want the full picture? Simply click View All to open your full ROI dashboard.
Pro Tip: Don’t forget to fill in your ROI settings so we can accurately track and display these metrics for you.
Earn More Credits
Need more credits? We’ve got you covered.
The new Earn Credits section shows you how to earn extra credits by completing your profile and other easy tasks — helping you get more out of the platform at no extra cost.
Data Enrichment Made Simple
The homepage now gives you quick access to our premium Data Enrichment tool. Upload your file, select the type of enrichment you’d like to run, and let Seamless do the rest.
Make sure your file is properly formatted before uploading, and remember — Data Enrichment requires its own credits, or you can use universal credits if your plan includes them.
Learning Resources at Your Fingertips
Want to sharpen your Seamless.AI skills? The homepage highlights featured courses and resources from the Seamless.AI Academy.
