CRM
Forms and Panels for customer relations. #stock #sales #business #commerce #commerce #activity #money #finance #accounting #follow-up #offer #order #account
Save, track and analyze customer information with reports.
- Name – ( text )
Name – ( text )Name
a1a41070-8de4-416d-ba50-1d258279d671
text
False
False - Note – ( textarea )
Note – ( textarea )Note
48683f83-7000-40c8-9957-31f3ce81ab8e
textarea
False
False - Adress – ( textarea )
Adress – ( textarea )Adress
748afceb-3cd4-4e42-b198-65b33f0ff43a
textarea
False
False - Telephone – ( tel )
Telephone – ( tel )Telephone
c210f254-a7cb-4ad7-a859-5a0c92892bdb
tel
False
False - E-Mail – ( email )
E-Mail – ( email )E-Mail
cab33852-f630-41b6-b61e-c956ddd52615
email
False
False - Authorized Person – ( text )
Authorized Person – ( text )Authorized Person
b6abecf0-2a77-4317-be14-5de44767f576
text
False
False - Access Channel – ( radio )
Access Channel – ( radio )Access Channel
4373f21b-4eab-4483-8b04-ebeae9c753a5
radio
False
False
Record your visits and enrich them with photos.
- Customer Name – ( dynamic_select )
Customer Name – ( dynamic_select )Customer Name
12fea437-1bc9-77f9-3a2b-396bb25d2a57
dynamic_select
False
False - Interview Notes – ( textarea )
Interview Notes – ( textarea )Interview Notes
9afb3e34-3a01-4d48-8a24-fbc25e8a2410
textarea
False
False - Next Meeting Time – ( date )
Next Meeting Time – ( date )Next Meeting Time
3411b550-3707-f3e9-95ff-1ef6e0a252f5
date
False
False - Visit Result – ( radio )
Visit Result – ( radio )Visit Result
d78368c9-ba0f-46f4-9ae4-6a8708426cf5
radio
False
False - Sales – ( checkbox )
Sales – ( checkbox )Sales
b24b2b09-d178-423a-ac72-c7a84abf08cf
checkbox
False
False - Products – ( childlayer )
Products – ( childlayer )Products
1009ae02-5312-408e-b932-26aebff37e5a
childlayer
False
False
Save, track and analyze solution partners with reports.
#service #electricity #medical #cleaning #fmcg #tourism #insurance #textile #software #IT #BT #hardware #food #distributor #white goods #electronics
- Name – ( text )
Name – ( text )Name
04fa0016-8271-4f92-af13-4c1cfbf57fe3
text
False
False - Note – ( textarea )
Note – ( textarea )Note
ea71df64-e997-46b2-9762-5d3c4637401f
textarea
False
False - Adress – ( textarea )
Adress – ( textarea )Adress
748afceb-3cd4-4e42-b198-65b33f0ff43a
textarea
False
False - Telephone – ( tel )
Telephone – ( tel )Telephone
c210f254-a7cb-4ad7-a859-5a0c92892bdb
tel
False
False - E-Mail – ( email )
E-Mail – ( email )E-Mail
cab33852-f630-41b6-b61e-c956ddd52615
email
False
False - Authorized Person – ( text )
Authorized Person – ( text )Authorized Person
b6abecf0-2a77-4317-be14-5de44767f576
text
False
False - Access Channel – ( radio )
Access Channel – ( radio )Access Channel
4373f21b-4eab-4483-8b04-ebeae9c753a5
radio
False
False
You can add your products. It is used as a sub-form of the visit form.
- Name – ( text )
Name – ( text )Name
04fa0016-8271-4f92-af13-4c1cfbf57fe3
text
False
False - Note – ( textarea )
Note – ( textarea )Note
48683f83-7000-40c8-9957-31f3ce81ab8e
textarea
False
False - Price – ( number )
Price – ( number )Price
2666c7c0-d6b7-4753-9a6a-646d3276d88b
number
False
False