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Admin","\u002Fpages\u002Fenvelopes-envelopeid-admin","1.pages\u002Fenvelopes-envelopeid-admin",{"title":162,"path":163,"stem":164},"Contrat Documents","\u002Fpages\u002Fenvelopes-envelopeid-documents","1.pages\u002Fenvelopes-envelopeid-documents",{"title":166,"path":167,"stem":168},"Contrat Images","\u002Fpages\u002Fenvelopes-envelopeid-images","1.pages\u002Fenvelopes-envelopeid-images",{"title":170,"path":171,"stem":172},"Contrat KYC","\u002Fpages\u002Fenvelopes-envelopeid-kyc","1.pages\u002Fenvelopes-envelopeid-kyc",{"title":174,"path":175,"stem":176},"Contrat Produits","\u002Fpages\u002Fenvelopes-envelopeid-products","1.pages\u002Fenvelopes-envelopeid-products",{"title":178,"path":179,"stem":180},"Contrat Caractéristiques","\u002Fpages\u002Fenvelopes-envelopeid-sheet","1.pages\u002Fenvelopes-envelopeid-sheet",{"title":182,"path":183,"stem":184},"Index Séries","\u002Fpages\u002Findices","1.pages\u002Findices",{"title":186,"path":187,"stem":188},"Série 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Produits","\u002Fpages\u002Fproducts","1.pages\u002Fproducts",{"title":266,"path":267,"stem":268},"Produit Général","\u002Fpages\u002Fproducts-productid","1.pages\u002Fproducts-productid",{"title":270,"path":271,"stem":272},"Produit Admin","\u002Fpages\u002Fproducts-productid-admin","1.pages\u002Fproducts-productid-admin",{"title":274,"path":275,"stem":276},"Produit Documents","\u002Fpages\u002Fproducts-productid-documents","1.pages\u002Fproducts-productid-documents",{"title":278,"path":279,"stem":280},"Produit Images","\u002Fpages\u002Fproducts-productid-images","1.pages\u002Fproducts-productid-images",{"title":282,"path":283,"stem":284},"Produit KYC","\u002Fpages\u002Fproducts-productid-kyc","1.pages\u002Fproducts-productid-kyc",{"title":286,"path":287,"stem":288},"Produit Caractéristiques","\u002Fpages\u002Fproducts-productid-sheet","1.pages\u002Fproducts-productid-sheet",{"title":290,"path":291,"stem":292},"Produit Marché 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MER","\u002Fpages\u002Fproposals-proposalid-mer","1.pages\u002Fproposals-proposalid-mer",{"title":342,"path":343,"stem":344},"Proposition Produit Structuré","\u002Fpages\u002Fproposals-proposalid-product","1.pages\u002Fproposals-proposalid-product",{"title":346,"path":347,"stem":348},"Proposition Signatures","\u002Fpages\u002Fproposals-proposalid-signatures","1.pages\u002Fproposals-proposalid-signatures",{"title":350,"path":351,"stem":352},"Proposition Souscription","\u002Fpages\u002Fproposals-proposalid-subscription","1.pages\u002Fproposals-proposalid-subscription",{"title":354,"path":355,"stem":356},"Index Entités De Référence","\u002Fpages\u002Freference-entities","1.pages\u002Freference-entities",{"title":358,"path":359,"stem":360},"Entité De Référence Général","\u002Fpages\u002Freference-entities-referenceentityid","1.pages\u002Freference-entities-referenceentityid",{"title":362,"path":363,"stem":364},"Entité De Référence Admin","\u002Fpages\u002Freference-entities-referenceentityid-admin","1.pages\u002Freference-entities-referenceentityid-admin",{"title":366,"path":367,"stem":368},"Index Obligations","\u002Fpages\u002Frepack-bonds","1.pages\u002Frepack-bonds",{"title":370,"path":371,"stem":372},"Obligation Général","\u002Fpages\u002Frepack-bonds-repackbondid","1.pages\u002Frepack-bonds-repackbondid",{"title":374,"path":375,"stem":376},"Obligation Admin","\u002Fpages\u002Frepack-bonds-repackbondid-admin","1.pages\u002Frepack-bonds-repackbondid-admin",{"title":378,"path":379,"stem":380},"Paramètres Général","\u002Fpages\u002Fsettings","1.pages\u002Fsettings",{"title":382,"path":383,"stem":384},"Paramètres Notifications","\u002Fpages\u002Fsettings-notifications","1.pages\u002Fsettings-notifications",{"title":386,"path":387,"stem":388},"Signatures","\u002Fpages\u002Fsignatures","1.pages\u002Fsignatures",{"title":390,"path":391,"stem":392},"Signature","\u002Fpages\u002Fsignatures-signatureid","1.pages\u002Fsignatures-signatureid",{"title":394,"path":395,"stem":396},"Index Actions","\u002Fpages\u002Fstocks","1.pages\u002Fstocks",{"title":398,"path":399,"stem":400},"Action Général","\u002Fpages\u002Fstocks-stockid","1.pages\u002Fstocks-stockid",{"title":402,"path":403,"stem":404},"Action Admin","\u002Fpages\u002Fstocks-stockid-admin","1.pages\u002Fstocks-stockid-admin",{"title":406,"path":407,"stem":408},"Action Dividendes","\u002Fpages\u002Fstocks-stockid-dividends","1.pages\u002Fstocks-stockid-dividends",{"title":410,"path":411,"stem":412},"Index Sous-jacents","\u002Fpages\u002Funderlyings","1.pages\u002Funderlyings",{"title":414,"path":415,"stem":416},"Sous-jacent Général","\u002Fpages\u002Funderlyings-underlyingid","1.pages\u002Funderlyings-underlyingid",{"title":418,"path":419,"stem":420},"Sous-jacent Admin","\u002Fpages\u002Funderlyings-underlyingid-admin","1.pages\u002Funderlyings-underlyingid-admin",{"title":422,"path":423,"stem":424},"Index Utilisateurs","\u002Fpages\u002Fusers","1.pages\u002Fusers",{"title":426,"path":427,"stem":428},"Utilisateur Général","\u002Fpages\u002Fusers-userid","1.pages\u002Fusers-userid",{"title":430,"path":431,"stem":432},"Utilisateur Activité","\u002Fpages\u002Fusers-userid-activity","1.pages\u002Fusers-userid-activity",false,{"title":435,"path":436,"stem":437,"children":438,"page":433},"Fonctionnalites","\u002Ffonctionnalites","2.fonctionnalités",[439],{"title":440,"path":441,"stem":442},"Notifications","\u002Ffonctionnalites\u002Fnotifications","2.fonctionnalités\u002Fnotifications",{"title":444,"path":445,"stem":446,"children":447,"page":433},"Autres","\u002Fautres","3.autres",[448,452],{"title":449,"path":450,"stem":451},"Remplissage des documents de souscription","\u002Fautres\u002Fdocuments-souscription","3.autres\u002Fdocuments-souscription",{"title":453,"path":454,"stem":455},"FAQ (Foire aux questions)","\u002Fautres\u002Ffaq","3.autres\u002Ffaq",{"id":457,"title":86,"body":458,"description":605,"extension":606,"meta":607,"navigation":608,"path":87,"seo":609,"stem":88,"__hash__":610},"docs\u002F1.pages\u002Fclients.md",{"type":459,"value":460,"toc":597},"minimark",[461,466,470,489,492,496,499,527,534,537,541,548,551,588,591],[462,463,465],"h2",{"id":464},"liste-des-clients","Liste des Clients",[467,468,469],"p",{},"Triée par ordre alphabétique, la liste des clients est organisée selon les données suivantes :",[471,472,473,477,480,483,486],"ul",{},[474,475,476],"li",{},"Son nom ;",[474,478,479],{},"Son statut (client ou prospect) ;",[474,481,482],{},"Son type ;",[474,484,485],{},"Son propriétaire ;",[474,487,488],{},"Son type.",[467,490,491],{},"Vous pouvez naviguer entre les différentes pages de la liste utilisant la pagination dans le coin inférieur droit de l'onglet.",[462,493,495],{"id":494},"trouver-un-client","Trouver un Client",[467,497,498],{},"Pour trouver le client recherché, plusieurs options s'offrent à vous :",[471,500,501,504,512],{},[474,502,503],{},"Faire défiler les clients afin de trouver votre client ;",[474,505,506,507,511],{},"Cliquer sur la fonctionnalité ",[508,509,510],"strong",{},"\"Filtrer les clients…\""," située dans le coin supérieur droit et renseigner le nom du client recherché ;",[474,513,514,515,518,519,522,523,526],{},"Utiliser les filtres ",[508,516,517],{},"\"Types de client\"",", ",[508,520,521],{},"\"Statut\""," et ",[508,524,525],{},"\"Propriétaire\""," situés dans le coin supérieur gauche. Cliquez pour choisir un filtre, et cliquez à nouveau sur ce même filtre pour le désélectionner.",[467,528,529,530,533],{},"Une fois votre client trouvé, ",[508,531,532],{},"cliquez sur son nom pour accéder à sa page client",".",[467,535,536],{},"L'entête de la fiche Client vous informe sur la nature du client (personne physique ou morale), son nom, son propriétaire et son niveau de connaissance (si un questionnaire de connaissance client a été réalisé).",[462,538,540],{"id":539},"ajouter-un-client","Ajouter un Client",[467,542,543,544,547],{},"Vous pouvez ajouter un client en cliquant sur ",[508,545,546],{},"\"+ Nouveau client\"",", situé dans le coin supérieur droit.",[467,549,550],{},"Vous devrez alors saisir :",[471,552,553,556,572],{},[474,554,555],{},"Son type (physique ou morale) ;",[474,557,558,559],{},"En cas de personne morale\n",[471,560,561,563,566,569],{},[474,562,476],{},[474,564,565],{},"Son ID Salesforce ;",[474,567,568],{},"S'il s'agit d'une entité étrangère ;",[474,570,571],{},"Son numéro de SIREN ;",[474,573,574,575],{},"En cas de personne physique\n",[471,576,577,580,582,585],{},[474,578,579],{},"Son email",[474,581,476],{},[474,583,584],{},"Son prénom ;",[474,586,587],{},"Son ID Salesforce.",[467,589,590],{},"Puis cliquez sur le bouton \"Créez\".",[592,593,594],"blockquote",{},[467,595,596],{},"Les informations renseignées seront modifiables dans l'onglet \"Données\" de la fiche client.",{"title":598,"searchDepth":599,"depth":600,"links":601},"",1,2,[602,603,604],{"id":464,"depth":600,"text":465},{"id":494,"depth":600,"text":495},{"id":539,"depth":600,"text":540},"La liste Client vous permet de consulter la liste complète de vos clients, dont leur nombre est indiqué à droite du titre.","md",{},true,{"title":86,"description":605},"f8ewRTJr5Sj_7VXQUoY9eLiIi2_NWneLLPrkBLeQStc",[612,614],{"title":82,"path":83,"stem":84,"description":613,"children":-1},"La page catalogue du produit vous donne accès à toutes les informations du produit.",{"title":90,"path":91,"stem":92,"description":615,"children":-1},"L'onglet \"Admin\" permet de gérer un client.",1787748010630]