Extended Data Capture
While SmileCRM has an extensive set of standard data (employee group, turnover group, department, seniority to name a few),
there will invariably come a time when you need to capture data that is none standard - we call this information 'profiles'. Examples of this might be Gas contract end date,
average spend per month or which provider are you with?
Each of these can be made mandatory to be entered before the call can be converted to an opportunity.
Profiles can be linked to opportunity scoring to enhance the visibility of key records.