Customer Requests & Leads

Manage and process new customer requests and leads

Activation Pipeline

Overdue

Total

Lead

New

Reviewing

Awaiting Input

Received Input

Approved

Completed

	#	Company	Brand	Email	Status	Stage	Type	Follow-up	Created	NAV No.	_search

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NAV salesrep

Employee Notes

Original Name (customer)

Email (customer)

Source

Brand Interest (click to toggle)

Lead Classification

Temperature

Business Type

Brands Found (on website)

AI Reasoning

Enriched Data (editable)

Company Details

Official Name

Website

Address

Address 2

Postal Code

City

Country

Phone

Chamber of Commerce No.

VAT Number

Contact Person

NAV Settings

Language

Customer Type

Customer Group

Price Group

Discount Group

Status

Delivery Address (filled in by customer)

Name / Department

Contact Person

Address

Postal Code

City

Country

Phone

Delivery Instructions

Customer Notes

Salesperson Suggestie

Zoek salespersons op basis van nabije bestaande klanten. Resultaten kunnen later worden gebruikt om requests in te delen.

Add manual note

Existing Customers in NAV

Customer No.	Name	Email	City	Status

Manual Customer Search

Previous Requests

#	Company	Email	Status	Date	NAV No.

Select all

	Field	Current value	AI found

Checking all leads against NAV...

Progress 0 / 0

#	Company	Temperature	Type	Brands

Only classification fields are saved: temperature, business type, brands found, and AI reasoning (incl. website).

Customer Requests & Leads

Request

Salesperson Suggestie

Suggesties per subsidiary op basis van nabije klanten

Kaart

AI Enrichment Results

Request Input from Customer

Send Email to Customer

Create in NAV

Customer fields

Ship-to Address

Bulk Duplicate Check

Bulk Lead Classification

Reject

Follow up

Add to pipeline

New Request