I can see a Client profile
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YorelN commented
Personal informations :
- (format: select) Civility
- (format: text) Last name
- (format: text) First name
- (format: text/mail) Email address
- (format: text/number) Phone
- (format: text) Address
- (format: text) Company name
- (format: text) City
- (format: text/number) Zipcode
Process :
- (format: select) Status (process), if he's a prospect, a lead or a client
- (format: select) Client status (true prospect, gone prospect, fake prospect)
- (format: select) Client origin (Internet SEO / SEM, direct origin - exemple : presse, flyer etc, bouche à oreille)
- (format: date) The next Client recovery.
Documents :
- Bills
- Quotation
- Orders (current, done)
Logs :
- (format: textarea ?) Timeline of all the interactions between the sales and the client (last calls, last Client recoveries)