How Does the Sales Force Template Organize Contacts, Companies, and Products Separately?
In Jestor's sales force template, contacts, companies, and products live in independent registries, each with their own filters and form, connecting only when it's time to log a sale.
Why separate these registries
Mixing contact, company, and product into the same table makes maintenance harder: a single customer can have several contacts, and a single product can show up in many different sales. Separate registries prevent duplication and make reporting easier.
How each registry works in the template
- Contacts: name, phone, email, department, and whether they're a decision-maker, with a linked chat
- Companies: company data, with the same date and segment filters
- Products: name, category, and price, available to make up the items in a sale
- All with their own date filter and search, kept separate from each other
How to set up a sale using these registries
- Open the new sale form on the sales Kanban
- Select the contact responsible for the deal
- Add one or more products as line items in the sale
- Fill in terms and priority, and save to enter the pipeline
Why this organization stands out in Jestor
Keeping contacts, companies, and products separate, but connecting them only where it makes sense — at the sale — gives the sales team cleaner control of the funnel, without relying on side spreadsheets to cross-reference this information.
Table Summary
| Registry | Main fields | Connects with |
|---|---|---|
| Contacts | Name, phone, email, decision-maker | Sales |
| Companies | Company data, segment | Sales and contacts |
| Products | Name, category, price | Sale line items |
Video Tutorial: Step by Step
Video: Sales Force System — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Can the same contact be linked to more than one sale? Yes, the contact is registered once and can be linked to as many sales as needed.
Can I register products with different categories? Yes, the product registry lets you filter by category when building the sale.
Does this template already come with date filters set up? Yes, contacts, companies, and products come with date filters configured by default on jestor.com.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.