Contacts

Leads, Customers and Suppliers
The database import procedures via Excel or CSV files might be useful in the initialisation stage. For further information you can access the Help section...
Mar, 27 Feb, 2018 at 3:31 PM
Contacts Geotagging
All contacts, be they Leads, Customers and/or Suppliers, are geographically located on the "Geotagging" form which is accessible from the side me...
Mar, 27 Feb, 2018 at 3:34 PM
Classification of Contacts
From the side menu you can quickly access the classification of your Contacts, whether they are Leads, Customers or Suppliers. The side menu in quest...
Mar, 27 Feb, 2018 at 3:35 PM
Customer Visits
You can check for any overlapping appointments, travel times and the optimal route on the Customer Visits module. This feature is designed to be fully a...
Mar, 27 Feb, 2018 at 3:39 PM
Customers and Payments
Set the type of payments of a Customer by accessing their tab from Menu / Customers / and selecting the desired Customer. At the bottom of this tab you will...
Mar, 27 Feb, 2018 at 3:40 PM
Visit Company Mode
In a Customer window, in the "Main" tab, we find the "Customer Visit Mode" function. This feature allows us to see only what the chosen...
Mar, 27 Feb, 2018 at 3:47 PM
People
In the main menu, in the contact section we find the voice: People. Once you have entered the desired module, the list of personal data of all our ...
Mar, 27 Feb, 2018 at 3:56 PM
Managing Branches and Alternative Addresses
Through the main menu we can quickly access the list of our Contacts: Potentials, Customers and Suppliers. Clicking on one of them will open the si...
Mar, 27 Feb, 2018 at 3:59 PM
From Leads to Customers
Goose contacts are grouped into 4 categories: Leads, Customers, Suppliers and People (where the latter refers to individual individuals). How can you theref...
Mar, 27 Feb, 2018 at 4:03 PM