Where do I enter Customers and Prospective Customers?
To keep things simple, all Customer and Prospective Customers are stored in Lucro under the central “Customers” section. The actual status of a Customer is stored within each individual Customer record – for example, Customer / Suspect / Prospect – this is all within the Status field which you enter when first adding a new Customer and can change at any time by Editing a Customer record.
You are able to search and filter your different Customer types at any time by going to Customers / View Customers and then select the Filter option – by default it shows All Customers, can you change this easily to view all different statuses of Customer at any time.
What is the difference between a Customer and a Contact?
The “Customer” area is the most important inside Lucro as it the foundation upon which all activities and actions are taken – you are essentially unable to start using the system until some Customers have been added.
Lucro is primarily setup to work on the basis that everything is based around creating a “Customer” regardless of whether they are still a new enquiry, a paying customer, a limited company or an individual person – it really doesn’t matter. A “Customer” record can have unlimited numbers of “Contacts” added to it.
The benefits of adding Customers to Lucro are that lots of additional features become available such as Logging Activities and Scheduling Activities and Leads etc against the Company and/or Contacts in the Company.
Conversely, a Contact is a person who works at the Customer.
For example:
If you operate a Business to Business (B2B) model, then a Customer could be “ABC Limited” (company) for which you might have multiple Contact names and details for different Directors, or contacts in different areas of the ABC Limited. Lucro enables you to store all the Contacts centrally under the Customer record for ABC Limited for easy access and clarity.
Equally, if you operate a Business to Consumer (B2C) model, then a Customer could be “John Smith” (person) in which case you don’t need to add a Contact Name when adding John, but instead just enter John’s contact details.
Where do I enter Contacts?
In order to add a Contact, you must first create a “Customer” record as this is where all information is stored and all Activities and actions are undertaken.
A “Customer” can have an unlimited number of Contacts, which can be added / edited / deleted at any time.
What is a Default Contact?
A “Default” Contact is effectively the main / primary contact at the Customer and the person you deal with most frequently.
You can only have one Default Contact per Customer record, although you can change the Default Contact at any time quickly and simply by marking the new contact Default.
My Potential Customers / Prospects aren’t actual Customers yet, so where do I add them?
All Customers, regardless of their Status are stored under the central “Customers” section. You use the Status field inside the Customer record to determine what stage a Customer is at, such as Customer, Suspect, Prospect etc.