oply/joey

I can see a Client profile

Closed this issue · 0 comments

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)