Customers
Not built yetBusinesses you have already sold to, and everything they have bought.
Where this stands
A customer is a company with a won lead behind it, so this screen builds on the Companies data that already exists. The conversion step is what remains.
What it will do
- Every company with a won lead, with lifetime value and last purchase
- Their invoices, payments, quotes and AMC contracts in one place
- Convert a won lead into a customer, carrying every field across
- Outstanding balance per customer, and who to chase