Customers and prospects

DMF

0101** PROSPECTING PROSPECTS *

0201** SALES CUSTOMER *

010104 PROSPECTING PROSPECTS SEARCH or 020104 SALES CUSTOMER SEARCH

Important

This feature requires the feature flag Portail ventes Domain > Fiche Client Label.

To carry out their job, sales people need an address book that gathers all prospects and customers, as well as the associated contacts. Sales people can therefore create new prospects when needed, search in the address book to find a customer, prospect or contact, and view the different record sheets to find the information needed.

Customers and prospects are accessible from the CRM module > Customers menu.

When a customer or prospect record sheet is opened, the header banner is displayed at the top of the screen.

It contains the main information of the third-party and gives access to several tabs:

Item Description
Title line

Displays the name and code of the customer or prospect.
Sub-title Displays the status defined in the general information of the customer or prospect record sheet (see Status).
Color indicators Displays the 3 color indicators defined in the general information of the customer or prospect record sheet (see Indicator 1 to Indicator 3).
Customer state Indicates whether the record sheet corresponds to a customer, a draft prospect, or a validated prospect.
Onglets

Several tabs are available on the third-party sheet, depending on the needs.

Click on the desired tab to display it.

Reference

For more information on the customer or prospect's tabs, refer to Managing tabs.

Several tabs are available on the left of the upper banner of the customer or prospect record sheet:

Tab Description
Header

Allows you to display header information and the left pane that contains the following information:

  • Quick accesses;
  • Linked documents.

Reference

For more information about the Header tab of the customer or prospect, refer to Managing the Header tab of a customer or prospect.
Activities

Allows managing actions and displaying the history and opportunities of the customer or prospect.

Reference

For more information about the Activities tab, refer to Managing the Activities tab of a customer or prospect.
Contact

Allows managing the contacts of the customer or prospect.

Reference

For more information about the Contacts tab, refer to Managing the Contacts tab of a customer or prospect.
Management Links

Allows managing the business links of the customer or prospect.

Reference

For more information about the Business links tab, refer to Managing the Business links tab of a customer or prospect.
Affiliation Links

Allows managing the affiliation links of the customer or prospect.

Reference

For more information about the Affiliation links tab, refer to Managing the Affiliation links tab of a customer or prospect.