Do you manage a network of business introducers or sales agents?
Would you like to track the business brought in by each of your prescribers and the sales generated?
With the "Prescribers" app, link your referrers to the business they bring you, and analyze your sales!
Activating the app adds a new "prescriber" field to the business, quotation and invoice forms.
This field allows you to :
- Select a contact or a company to designate the prescriber on the case file, and commercial documents such as quotations and invoices.
- Display, on the prescriber's contact sheet, the list of related business and associated sales
The app also adds a new possibility for sorting by prescribers in analysis dashboards:
- business
- billing
- quotations
