Customers and prospects

DMF	0101** PROSPECTING PROSPECTS * 0201** SALES CUSTOMER *

Important

This feature requires the feature flag Portail ventes Domain > Portefeuille 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.

Reference

To search for and open a customer or prospect, refer to Searching for customers and prospects.

Header

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 different views:

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.
Views	A customer or prospect record sheet can be displayed in different views depending on the need. A customer or prospect record sheet can be displayed in different views depending on the need. Reference For more information about the views of the customer or prospect record sheet, refer to Managing views.

Managing views

The customer or prospect record sheet screen can be displayed in different views depending on the need.

The available Views are displayed on the left of the upper banner of the customer or prospect record:

View	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 view of the customer or prospect, refer to Managing the Header view 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 view, refer to Managing the Actions view of a customer or prospect.
Contact	Allows managing the contacts of the customer or prospect. Reference For more information about the Contacts view, refer to Managing the Contacts view 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 view, refer to Managing the Business links view 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 view, refer to Managing the Affiliation links view of a customer or prospect.