Choose if your search a prospect or a client

Please refresh fields at the end of the form to get custom fields for the selected third type.

Company name for corporation or last name for person.

SIREN is a 9 digit unique number identifying a legal unit (corporation, individual)

the SIRET identifies an institution, ie a geographically located unit where all or part of the economic activity of the SIREN unit is carried out.

Type of the object linked to the annotation

Id of the object linked to the annotation, 0 for dashboard

Created date of annotation, current date by default

Required if you want to perform an update.

You have to choose to funnel before choosing the step.

The ident of the opportunity. If empty the next ident will automatically be taken.

Potential amount of the opportunity. Will use the currency defined in your Sellsy account settings

Sellsy is a single tool that tracks all your customer cycles.

Sellsy

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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