1. Introduction
There are 3 types of account accounts in the system:
Accounts: customers of the organization
Leads: potential customers who didn't purchase any quote
Contacts: List of contacts recorded for Accounts.
Example
For Personal Accounts:
Himself / Herself
Relatives
Spouses
For Organization Accounts:
CEO
Representative
Target Group: groups of individuals having the same criteria. Target The target group can be used for triggering documents sending sent for all individuals in the group (email, checklist, etc)
Example
Group of customers who bought product A
Group of male customers
Group of female customers
Checklist: a list of items to be fulfilled. You can send the check list checklist to a specific target group.
Example
Sending “Insurance Application Checklist” to customers for preparing required documents before submitting an Insurance Application.
Insurance Application Checklist
Application Form
Copy of your ID Card
etc ….
Household: groups of customers who are living together under the same roof.
Example:
Household: 46 Adam street, City A
Members:
Adam White
Jenifer Brown
...