Definitions:

  • Customer Business Name: a user’s customer; the business name that the user is working with on a quote or contract.
  • Customer Business Profile: its personnel who work for that business.
  • Active customer: a customer who has approved a quote or has an existing contract, who has purchased items from the company.
  • Inactive Customer: a customer who has an expired quote or expired contract, who has never purchased items from the company.
  • Potential Customer: a customer who has a pending quote or a pending contract, who has never purchased items from the company.
  • How Customer Found Us: this helps your business figure out how your customers find you, so you can focus on where you should place your marketing efforts.
  • Rate Your Customer: a rating given to your customer so you know how to handle this customer.
  • Tag: a non-hierarchical keyword or term assigned to a piece of information.
  • Logo: the business logo so there is an image associated with a business name.
  • Contacts: the names and contact information of personnel associated with a business.