Module:

This feature is included in goTom Publisher. Please note that the pipeline view is currently in a test phase and may require a license in the future.

Role:

To access it, the user needs a corresponding role.

Where to find:

The leads and contacts are located in the navigation under "CRM":

Functionality:

Contacts are external contact persons who belong to the customers existing in goTom. To link a contact to a customer, the customer must already be created.

If the contact person changes companies, the link can be removed or adapted to the new employer.

Contacts can also be edited directly from a customer:

Contacts can be used for the following functions:

Contacts can be marked as leads. There is a corresponding checkbox on each contact that must be activated. Contacts that are marked as leads can be displayed in the contacts overview and thus edited in a lead overview by filtering for contact type "Lead".

You can assign a pipeline status to a contact - regardless of whether they have been marked as a lead or not.

There is an additional pipeline view for leads and contacts.

If the applicable data protection regulation allows the storage of birthdays, the contact's date of birth can be entered here.

If you set a reminder, goTom will send an email notification X days at 5.30 before the birthday. The email goes to the users in the "Sales" field.

One or more of the users created in goTom can be assigned as the responsible salesperson. The assigned users must have a sales role for this.