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: acquire...
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...
3.1.3 Lead Conversion Process
If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can b...
3.2 Accounts
The accounts module contains the records concerning the corporate titles of: Customers; Poten...
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
In all modules that involve master data, is possible to import data from CSV files, clicking on t...
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” button ...
3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...