Lexique

Vous trouverez dans ce lexique toutes les définitions des termes présents dans le CRM

A-B-C-D-E-F-G-H-I-J-K-L-M-N-O-P-Q-R-S-T-U-V-W-X-Y-Z

A

Accédant : Un accédent est un prospect qui recherche un bien immobilier pour l’habiter, dans le CRM il est différencié d’un « investisseur » qui lui recherche un bien pour un investissement locatif ou à des fins de defiscalisation.

Acte : La notion d’acte dans le CRM s’applique à l’acte authentique signé chez le notaire et qui officialise la vente. C’est une phase du circuit de commercialisation qui est indiquée dans le « chemin de fer » du CRM.

Action co :
B
C

Chemin de fer :

Cockpit commercial : C’est le tableau de bord qui s’ouvre lors de la connection au CRM. Les informations fournies sont différentes selon que le profil d’utilisateur est « commercial », « manager » ou « administrateur »

Contact :

D

Désistement :

E

email :

F

Filtres :

G

H

I

Investisseur : Un contact qualifié d’investisseur a déclarer, lors des entretiens qu’il a eu avec nos services, ou notre plateforme d’appel , être à la recherche d’un bien pour opérer un investissement locatif, ou bien à des fins de défiscalisation voire d’optimisation fiscale. L »investisseur est différencié de l’accédent qui lui recherche un bien pour l’habiter

J

K

L

Lot :

M

Mail : voir email

N

Négo :

O

P

Phases de vente :

Q

R

Réservataire :

S

Sujet :

T

Tableau de bord :

Tactile :

U

V

Vue :

W

X

Y

Z

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