Nouveauté Bigin : associez plusieurs contacts à une même affaire!

Nouveauté Bigin : associez plusieurs contacts à une même affaire!

Bonjour à tous,

Une transaction implique souvent plusieurs décideurs.

Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différents départements doivent donner leur accord. Les administrateurs de l'entreprise doivent évaluer la qualité du mobilier, tandis que le responsable administratif approuvera le devis. Enfin, le service financier établira le bon de commande et traitera le paiement.

À chaque étape de la transaction, différentes parties sont impliquées. Zylker a donc besoin d'associer toutes ces parties prenantes à la transaction afin de garder toutes les informations pertinentes accessibles depuis un seul endroit.
Pour capturer ces contacts supplémentaires, nous avons introduit le champ Contacts secondaires dans le module des transactions.

Pour ajouter des contacts supplémentaires à une transaction suivez les instructions suivantes :
  • Allez dans le module Affaire
  • Cliquez sur l'icône +Affaire
  • Dans la page Créer une affaire, saisissez les détails pertinents
  • Pour associer d'autres contacts, cliquez sur l'icône + à côté du champ Nom du contact.
  • Le champ Contacts secondaires apparaît et vous pouvez ajouter des contacts supplémentaires
  • N'oubliez pas d'enregistrer


Les contacts associés seront disponibles dans la section Contacts secondaires de la page de détails de l'opération.



Et voilà le tour est joué !

A bientôt pour plus de nouveautés, 
L'équipe Zoho France




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