Potential customers

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In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential users. For each of them we need to find out the situation and why they are still not customers of the company

A potential user card is generally not too different from a real user card. The difference is the lack of technical information that an unconnected user will not have.

For potential users, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.

A separate link in the section leads to a list of tasks that are created to work with potential users:

Starting from version 3.17 the property "Date added as a potential user" has been added for users. This property is stored for him in the future and is used for filtering in the list of users.

Starting from version 3.18:

It is forbidden to create a potential user with the same address as an existing potential user.

Also see: Transferring information about connected potential users to current users