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# Contacts, prospects and customers

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.

The prospects and contacts can be created directly from the portal. However, customers must be created from the Application Desktop.

Contacts, prospects and customers can be accessed from the Organisations & Contacts menu in the CRM module. It is also possible to access customer and prospect record sheets from the Opportunities menu.

Searching for contacts, prospects or customers

The Organisations & Contacts menu is used to search through all existing contacts, prospects and customers.

In the search field, fill in the first letters of the desired name. The contacts, prospects and customers that match the search are directly displayed in the drop-down list. Select the desired contact, prospect or customer to open the relevant record sheet.

Opening contact, prospect or customer record sheets

The Organisations & Contacts menu is used to search for contacts, prospects and customers, and to open the relevant record sheets directly from the search results.

To open a record sheet, you can also:

- Click on the prospect's or customer's name in the opportunity pipeline or the signature schedule from the Opportunities menu.
- Click on the contact's name in the Contacts tab of an opportunity, a customer or a prospect record sheet.

Creating prospects

| 1 | From the Organisations & Contacts menu, click on .

An empty prospect record sheet opens.

| 2 | In the prospect record sheet, fill in the fields required to create the prospect.

If the SIRENE API is configured, fill in the SIRET or SIREN number in the SIREN/SIRET field (Marketing tab in the field library). Click on to identify the SIRET or SIREN number and automatically fill in the following fields: legal name, APE code, full address (only with SIRET) and SIREN (only if the SIRET was given).

Reference

For more information about configuring the SIRENE API, refer to the Setup Guide - Administration Console.

| 3 | Click Save in the bottom banner.

The prospect is created.

Creating contacts

| 1 | From a prospect or a customer record sheet, click on on the screen's right.

An empty contact record sheet opens.

| 2 | In the contact record sheet, fill in the fields required to create the contact.

| 3 | Click Save in the bottom banner.

The contact is created.

Modifying contacts, prospects or customers

In a contact, prospect or customer record sheet, the related information is displayed in the left column. Modify the necessary values then click Save in the bottom banner.

Reference

The fields displayed depend on the customization. For more information about customizing fields, refer to the Setup Guide - Web Portal.

Adding items to contacts, prospects or customers

#### Adding actions

Actions can be added to a contact, prospect or customer:

- From the Actions tab of an opportunity record sheet, using the first frame in the left column to add actions.
- From an opportunity record sheet by clicking on on the screen's right.

Reference

For more information about creating actions and the required fields, refer to Creating actions.

#### Adding documents

Documents can be added from a contact, prospect or customer record sheet:

- By clicking on on the screen's right.
- From the Documents tab by clicking on the Upload document frame.
- By dragging and dropping the document in the Add document frame.

The documents added are displayed in the Documents tab of the contact, prospect or customer record sheet.

To open a document, click on it to download it.

To remove a document, click on then Delete.

Publishing record sheets

To publish the record sheet of a contact, prospect or customer, you must previously set up the relevant report templates.

| 1 | From the desired record sheet, click on Actions in the header, then click Edit.

| 2 | In the Template field, select the desired report template from the drop-down list.

| 3 | Check the Link document box to automatically link the report with the record sheet.

| 4 | Click on Validate.

The record sheet is published and saved on your computer.

Deleting contacts, prospects or customers

Important

Deleting a contact, a customer or a prospect cannot be reversed.

From the contact, prospect or customer record sheet, click on Actions in the header, then click Delete and confirm the deletion.