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Identification
In this section you will enter the main information allowing you to identify your customer:
- Customer name* : - alpha - usually the name of the company, it can also be the name and surname of an individual for your B-to-C customers.
- Abstract* - alpha - shorter version of the customer name, allowing for easier identification across all programs in the application.
Type of customer - boolean - if you tick the box, you will specify that this record is a prospect, not yet a customer.
Info title More on prospects Prospects can prove useful when searching for a specific prospect. Also, it prevents you from placing an order or anything downstream in the sales process. Prospects can only be used for opportunities and quotations.