Access: Users can create a new client from the Contacts & CRM section. They need to go to the main page of the section and select the "Create Client" option.
Creation Form: The required fields include:
- Client Name: The full name or business name of the client.
- Contact Details: Phone number, email address, and other contact methods.
- Categories: Clients can be categorized into different groups, such as potential clients, frequent clients, suppliers, and more. This helps with segmentation and search.
- Additional Notes: A free text field where users can add extra information, such as important details about the business relationship or specific customer requirements.
Document Tracking: Monitor the status of quotes and invoices (accepted, rejected, or commented).
Interaction History: Access a complete record of activities with the client.
Comments and Tasks: Add notes or assign commercial follow-up tasks.
Task Assignment: Assign activities to specific sales representatives with scheduled dates.
CRM Management: Maintain a detailed log of customer interactions.
This section focuses on real-time geolocation of the vessel, allowing users to know the exact position of the vessel at any time. Key points include:
Document Generation in English: Create quotes, delivery notes, pro forma invoices, and invoices in English.
Language Settings: Set the client's preferred language to English to ensure future documents are in English.
