Contacts, Clients, Prospects, Suppliers: how does it work?

On Sellsy, you have several ways to enter information about your contacts and customers.

Here are the main principles of contact management on Sellsy.

Simple contact

A contact on Sellsy is an individual (John Smith for example).

A simple contact can:

  • exist individually without being linked to a company record
  • be linked to one or more company records
  • be transformed in individual prospect or client

Companies

You can create Prospect, Client, and Supplier companies.

Prospect (company)

This is a company that you register without knowing if it will become a client. This is the basis of work for the CRM in a prospecting logic.

At any time you can turn your prospect into a client. It will be converted directly if you want to convert your quote into an invoice.

You can also link or create one or more contacts for the prospect.

Client (company)

The client record keeps all the information from the prospect record. You can also create a customer directly.

It differs from the prospect record because when you create a customer, you initialize it in the Sellsy accounting system, including, if you wish, by assigning an auxiliary accounting code. The customer is an accounting third party.

Important: it is not possible to turn a customer back into a prospect when you issued at least one accounting document (invoice/credit note).

Client/prospect (individual)

It is an individual contact that you want to bill.

In this case, Sellsy will create a single-contact client or prospect record: the individual client or customer.

Supplier

If you have the Purchases add-on, you can also create suppliers records. They are similar to customer and prospect records.

Note: a customer / prospect can not be supplier. It must then be created separately in both categories.

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