How to create specific fields to qualify customers or leads?

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.

How to send emails either in French or in Flemish depending on the language of the contact?

Simply create a Centre of Interest (Binoculars in top menu) EN and a NL.

So you have a checkbox in the contact card.

When you launch a request to make a mailing or a telephone prospecting campaign, check in the selection criteria, the desired language to split your communications.