Detailed Views of Customers, Projects and Leads

SELLSATION refers to detailed views as the pages that show all the details about the information areas. So the open data record of the customer, projects/leads or contact persons.

In contrast to many other systems on the market, we want to display the most important information about both the customer and the project(s) or leads on one screen.

To make working with the detailed views easier, we would like to explain the individual areas and functions in this article.

1. Areas of the detail views

The main window of the detailed view can be divided into the following 4 areas:

1.1. Area A

Area A shows the most important information about the customer, for example:

• Customer Name
• Address
• Telephone number
• Email Address
• User Assignment
• Unique email address of the customer (or project or lead - but more on that below)

1.2. Area B

Area B shows depending on whether you see a specific project or a customer.

• If you see a specific project you see the project details.
• If you selected "All Projects" or "Customer without Projects" in the view selector, you see the summary for that customer.

1.3. Area C

We call area C the timeline, which contains all phase shifts, consultant changes, activities, tasks, campaign entries, customer satisfaction surveys, etc. The listed entries are different depending on the view selected (individual project or all projects).

1.4. Area D

Area D is a minimized overview of contacts assigned to the customer or projects. There is a separate tab "Contact Persons / Buying Center" where the Buying Center is shown in more detail.