3 Customers records and basic data management


3 Customers records and basic data management

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquir...


3.1 Leads

A lead is a potential customer whose interest in the products or services offered by your company...


3.1.1 Lead creation

Creating a new lead: to create a new record, access the LEADS module and click on the button ...


3.1.2 Lead conversion

A show of interest from the lead in relation to your proposal corresponds to the opening of a com...


3.2 Accounts

The accounts module contains the records concerning the corporate titles of: Customers; Pote...


3.3 Contacts

Contacts contains the lists of the physical persons with whom relations have been established: ...


3.4 Vendors

The Vendors module contains the business name records that correspond to companies that supply go...


3.5 How to import and export records

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...


3.5.1 Imports

Before uploading new data through the importation procedure, always: Check the match between ...


3.5.2 How to format the csv file

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...


3.5.3 Export

The export process allows the records to be saved in a csv file. Click on the icon to open a menu...


3.5.4 Checking duplicates in a module

You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...


3.5.5 Save Mapping

All users can perform a uniqueness check on each module by means of the "Find Duplicates” butto...


3.6 Mass Edit

The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...


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