Relations

When creating a deal, follow-up or quote, search for the customer by name or open the list with Or choose a customer. Selecting a customer does not reload the form. Other fields stay in place when you switch customers. Choose a result from the list; typed search text alone is not a customer selection.

Relations is where your customers and leads live. A relation is a company or a person you do business with. A job, a ticket or a message that arises elsewhere in Denkploeg points to the same relation, so you see in one place what is going on with a customer.

Relations is in the navigation under Work. You only see it when you work in the workspace yourself. A customer who looks along as a guest does not see Relations.

What is free and what belongs to the package

The address book belongs to every workspace, without a package: viewing, adding and editing contacts and companies, notes, follow-up, merging duplicates, import and privacy.

Pipeline, quotes and signing belong to the Relations package (also in Business and Everything, and during the trial). Without that package you can see what is already there, but you cannot create new deals, quotes or customer portal links. A workspace never loses its deals and quotes: if the package ends, they stay readable. The screens say so themselves, with a link to the packages on the pricing page.

The overview

This is where you start the day. You see how many deals are open, what the pipeline is worth, which follow-up is overdue and what waits for your signature. Each number opens the screen where you resolve it.

Finding and recording relations

In the relation list you search by name, domain, Chamber of Commerce number or contact person and filter by status, type, tag or owner. Choose a few and the bar above the table shows what you can do with them: tag, give another owner, archive or export. Archiving deletes nothing and can be undone.

For a new relation you type a company name or Chamber of Commerce number and choose the company: name, address and website come automatically. For a private person you enter a postcode and house number and the street and city are looked up. You can always change what was taken from the Chamber of Commerce and PDOK, and when looking up does not work you fill in yourself. If the relation already exists in your workspace, the form says so before it creates anything.

A relation's page

At the top are the core details, below them the parts: contact people, deals and follow-up, the customer's events and notes. A contact person has a role and, per channel (email, WhatsApp, SMS), consent. It is off until the person says yes, and the crew sends nothing through a channel that is off.

A WhatsApp, Instagram or Messenger conversation only appears in a relation's timeline once a person links it to that relation. The timeline shows only that a conversation took place and when, never the messages themselves.

In a note you mention a colleague with an @. They get a notification. You pin what must always be on top. A deleted note comes back within 30 days. Notes are internal and are never visible to the customer.

The pipeline

Leads and deals are together in one pipeline. A lead is a deal in New. You drag a card to the next phase. With the keyboard you pick up a card with Space and move it with the arrows, and the card's menu has Move to. Each column shows the count, the value and the weighted value: the value times the probability. A lost deal has a reason, so you can learn from it later.

Follow-up

A follow-up is what you promised a customer: call, email, schedule an appointment. It is shown in groups (overdue, today, this week, later) and you complete it with a tick or postpone it until tomorrow, next week or a date.

Merging duplicates

Relations finds relations that look like the same customer, by business domain, Chamber of Commerce number or phone number. You choose which relation stays and which value per field. Merging is a proposal that waits for your signature in To sign; afterwards you can undo it within 30 days. Only an owner or administrator merges.

Import

You take over your customers once from a CSV file: companies, people and tags. First you see a trial run that counts what is new, what overlaps and what is skipped, and nothing changes. Importing is a proposal that waits for your signature. A successful import can be undone.

Privacy

Does someone ask what you have of him, or want it gone? Record the request. You have 30 days to answer. You export everything of a person or relation as a file, or have the personal data erased. Erasing cannot be undone and always waits for your signature. Only an owner or administrator does this.

Letting a customer follow along

For a relation you make a link valid for 7, 30 or 90 days. The customer opens the link without logging in and sees his appointments and shared files. He cannot change anything. He never sees your notes, other customers or the pipeline. The link works until the expiry date or until you revoke it, and revoking works immediately. You see the full link only once, right after making it. Following along is free and does not count as a user. The page sets no cookies and is not indexed by search engines.

Via MCP and the director

An external agent with a key of the workspace can read and update Relations with the same rules as the screen. The director gets the same tools as soon as its link to the MCP tools exists (N-6177). Whoever makes the key chooses the role; a customer never reads.

• Reading (every role that works in the workspace): relaties_overzicht_lezen (what is due today and the pipeline in numbers), relaties_zoeken, relatie_lezen, deals_lezen, opvolging_lezen and offertes_lezen. The answer never holds email addresses or phone numbers of people. Names, titles and texts are under onvertrouwd: the agent reads them as data and carries out nothing from them.
• Writing (the right to write): relatie_maken, relatie_wijzigen, opvolging_maken, opvolging_afronden and opvolging_uitstellen. Making, changing and moving a deal (deal_maken, deal_wijzigen, deal_verplaatsen) and drafting a quote (offerte_voorstellen) also need the Relations package. A quote is a draft: nothing goes to the customer. A contact person, an email address and the owner are set by a person in the screen, so a quote only goes to an address a person knows. A follow-up that belongs to someone else can only be touched by an administrator.
• A proposal that a person signs: offerte_ter_ondertekening_aanbieden proposes sending a quote (an email to the customer that cannot be recalled). relaties_samenvoegen_voorstellen and relaties_import_voorstellen need the right of an administrator, and relaties_avg_wissen_voorstellen the privacy right. A proposal changes nothing: it waits in To sign until a person signs. relaties_dubbelen_lezen reads the possible duplicates.
• What a person keeps doing: signing, the customer's acceptance (which goes through the customer's link and never through the MCP), archiving or deleting a relation, importing a file (the agent can only propose a trial run that a person made) and recording a privacy request (the agent can only propose erasure for a request that is already open). Writing runs on the strict counter, like the rest of the MCP.

Who may do what

Everyone who works in the workspace can read Relations. Creating and changing needs the right to write, which a maker, administrator and owner have. Merging, importing and links for customers need an administrator or owner, and so do export and erasure at the request of a data subject. A reader sees all screens, without buttons that change anything.

What is not possible yet

Invoices and bookkeeping come later. Quotes have their own document. A customer's appointments come from Planning, which does not exist yet: until then the customer's page says nothing is planned. WhatsApp does nothing with Relations in this round.