Customers and Prospects

Customer/Prospect Definitions

  • A Customer or Prospect is the only figure which is allowed to have [Policies | Policy| attached to them
  • Prospects will only be allowed to hold Prospective Policies, once the policy is signed the policy become active the Prospect will now be considered a Customer
  • Customers can have billable items attached to them a.k.a Invoices or Transactions


Customer DB Design

Last edited Feb 1, 2011 at 1:48 PM by mbulava, version 1

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