Contact categorisation: Leads, Prospects and Customers

Contacts in the Sales menus are separated into two categories, Leads/Prospects and Clients. A Lead is a contact without an associated project, a Prospect is a contact with an associated alternative or quotation, but without a sales contract, and a Client is a contact with an associated sales contract.

• Leads/Prospect category

• Project categorisation

• Project list filters

Leads/Prospect category

The Leads/Prospects tile is available on your Winner Bizz homepage. It regroups all the useful functions for a new customer, from the shop entry to the customer profile.

In the Workflow assistant, the Leads/Prospect is also available for the Lead/prospect management.

Project categorisation

Your projects are categorised according to the stage of the customer journey.

Project list filters

• Projects in prospect: New projects, or projects with a quotation sent. 
  
  
• Projects in sales: Projects with a sales contract sent, or projects with a modified sales contract requested.
  
  
• Projects in processing: Projects approved for order, with a request to cancel order or an order cancelled, partially ordered to supplier, supplier order cancelled, to be reordered, partially received, or partially delivered.
  
  
• Projects All: All projects active and pending, which excludes the projects set as Finished, Lost and Archived.
  
  
• Projects Lost: Projects set as Lost and Definitely Lost.
  
  
• Projects Finished: Projects set as Finished.
  
  
• Projects Archived: Projects set as Archived, manually or automatically.