PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMMy Clients
Sales & CRM

My Clients

Give each sales rep a phone-first client book to search, follow up, and decide who to visit next, with the Customer Analytics filters set for field work.

Open guide All modules
LiveERPGCC

Capabilities

  • Switch between My Assigned, Open, and Other Assigned clients, alone or together
  • See why each client needs attention: visit due by frequency, follow-up date, balance, or no location
  • Filter by field work, customer profile, own visits, and purchases from one floating button
  • Match Open and Other Assigned clients only on the rep's exclusive products
  • Open a client sheet with health, people, recent visits, orders, and follow-ups
  • Plan the visit, call, get directions, start the visit, or open a quotation

How it works inside the ERP

  1. Switch between My Assigned, Open, and Other Assigned clients, alone or together
  2. See why each client needs attention: visit due by frequency, follow-up date, balance, or no location
  3. Filter by field work, customer profile, own visits, and purchases from one floating button
  4. Match Open and Other Assigned clients only on the rep's exclusive products
  5. Open a client sheet with health, people, recent visits, orders, and follow-ups
  6. Plan the visit, call, get directions, start the visit, or open a quotation

Important scope note

Visit access and sales access from the Employee Directory decide which clients a rep can plan, visit, or quote. For clients that are not the rep's, only exclusive-product purchases are shown.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/sales-my-clients/view.html
  • public/modules/sales-my-clients/logic.js