How to create specific fields to qualify customers or leads?
You can qualify contacts using INTEREST CENTERS that you create via the REQUEST button in the top menu (icon: binocular pair).
The advantage is that you can perform queries and thus create prospecting lists.
So you can easily customize your Simple CRM online to your specific needs.
So, for example, if you want to see: "all customers in the Rhône Alpes area of category A", you just have to click in REQUEST on the check boxes "Rhône Alpes area" and "category A", to see the list of potential customers.
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