Supported features in Sellsy
Topics covered:
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About
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The features
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More about Supported Features
About
Cadence supports multiple Sellsy features. Sellsy provides expertise in a wide range of things. It includes a broad spectrum of features, including Clients, Suppliers, etc, while Cadence only assists some of them.
The features
There are many features that are available in Sellsy to store lead information. These are- Clients, Prospects, Suppliers, Corporations, Persons, and Contacts. Among all of the fields, there are some that are not supported with cadence.
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Supported Features: The supported fields are- Clients, Prospects, Corporations, and Contacts
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Non-Supported Features: The non-supported fields are- Suppliers, Persons
More about Supported Features
How you save a lead's or contact information in Sellsy is entirely up to you. But so far, to make it simpler everything is considered as lead in cadence. The following link contains more information regarding the difference between clients, prospects, contacts, etc.: Difference between them. Here is a quick summary of them:
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Clients: Here, one can see the clients who are available in Sellsy and also the other important details of the clients. In Sellsy, companies are categorized as clients. You can perform import operations on clients as well.
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Prospects: In Sellsy, the field Prospect means lead which represents the potential customer.
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Corporations: The feature Corporations basically refers to the company. Here, the Clients and the Prospect both can exist. It is categorized in the column type which one is a Client or which one is a Prospect.
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Contacts: The contacts are directly linked to the company and also it can contain the Person’s information. One contact may have multiple companies associated with it but in the case of importing data in Ringover Cadence, only the first company gets priority.