If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery or legal service representative etc.). Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system (such as PDF documents).
If you want, you can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.
No need to spend time in modifying the Prospect status after a conversation is completed. Just modify the status in one click from the list view without even opening the prospect sheet.
For more advanced prospecting management, you can also use the lead management module.
Create rich documents using a WYSIWYG editor while reusing data such as predefined products and prices according to the modules/features that you have enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc. Manage documents from dedicated menus or directly from the third party sheet. Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.