Record a dossier item for a forecast

You can record dossier items, such as scanned documents and notes, for a forecast.

Adjust the dossier item type for a forecast

A dossier item is always based on a dossier item type. For the desired dossier item type, Sales contact + forecast must have been set as the destination. Otherwise you will not be able to use the dossier item type for forecasts.

To change the dossier item type:

In this example you change the Note dossier item type, so you can add notes to forecasts.

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type.Note.
3. Go to the tab: Dossier.
4. Select Sales contact + forecast.
5. Click on: Make optional.
6. Click on: OK. 

Record a dossier item for a forecast

Dossiers play an important role in sales processes: your prospect may contact you about earlier appointments and correspondence, in which case it is useful to be able to display everything in one view.

To record a dossier item for a forecast:

1. Go to: CRM / Sales automation / Forecast.
2. Open the properties of the forecast..
3. Go to the tab: Dossier.
4. Click on: New. 
5. Select Note in Dossier item type.
6. Click repeatedly on: Next. 
7. Enter your note.
8. Click repeatedly on: Next.  and then on Finish.

   Profit displays the dossier item in the properties of the forecast.

9. Go to: Actions (F8) / Sales contact.

   Profit opens the sales contact properties.

10. Go to the tab: Dossier.

    All dossier items related to this sales contact/prospect are shown.