{"id":3021,"date":"2017-04-27T14:55:14","date_gmt":"2017-04-27T12:55:14","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3021"},"modified":"2017-11-23T11:42:58","modified_gmt":"2017-11-23T10:42:58","slug":"what-should-i-do-with-businesses-and-contact-persons","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/what-should-i-do-with-businesses-and-contact-persons\/","title":{"rendered":"What should I do with Businesses and Contact Persons?"},"content":{"rendered":"<div class=\"alert alert-danger\">In MiniCRM, to every <a href=\"..\/what-is-an-opportunity-card-good-for\/\">opportunity card<\/a> shall belong a <a href=\"..\/business-and-contact-person\/\">business or a contact person<\/a>.<\/div>\n<p>You can manage the processes related to <a href=\"..\/business-and-contact-person\/\">businesses or contact persons<\/a> on the <a href=\"..\/what-is-an-opportunity-card-good-for\/\">opportunity cards<\/a>.<\/p>\n<p>A business or a contact person can have more than one <a href=\"..\/what-is-an-opportunity-card-good-for\/\">opportunity card<\/a> so they can be involved in various processes (they bought something from you, you issued an <a href=\"..\/introduction-to-the-invoice-module\/\">invoice<\/a> and they\u00a0wrote to your <a href=\"..\/helpdesk-module\/\">Helpdesk<\/a> in the meantime).<\/p>\n<p>The opportunity card defines your relationship with the business or the contact person.<\/p>\n<ul>\n<li>Lead<\/li>\n<li>Customer<\/li>\n<li>Newsletter subscriber<\/li>\n<li>Sent an Issue<\/li>\n<li>Paid an Invoice<\/li>\n<\/ul>\n<p>If you sell to businesses, you can manage <a href=\"..\/business-and-contact-person\/\">businesses and contact persons<\/a> as well. You can store information about them on business and contact <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>.<\/p>\n<p>If you sell to private individuals, you only have to manage <a href=\"..\/business-and-contact-person\/\">contact persons<\/a>. You can store information on contact cards.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In MiniCRM, to every opportunity card shall belong a business or a contact person. You can manage the processes related to businesses or contact persons on the opportunity cards. A business or a contact person can have more than one opportunity card so they can be involved in various processes (they bought something from you, [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[405],"tags":[428,432,420,448,456,464],"class_list":["post-3021","post","type-post","status-publish","format-standard","hentry","category-customer-management","tag-contact-en","tag-email-sending-en","tag-form-en","tag-helpdesk-en","tag-invoice-en","tag-project-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What should I do with Businesses and Contact Persons? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"In MiniCRM, to every opportunity card shall belong a business or a contact person. 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