{"id":1046,"date":"2026-06-02T08:57:54","date_gmt":"2026-06-02T06:57:54","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&#038;p=1046"},"modified":"2026-06-04T10:07:03","modified_gmt":"2026-06-04T08:07:03","password":"","slug":"creer-un-nouveau-prospect-ou-client","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/creer-un-nouveau-prospect-ou-client\/","title":{"rendered":"02.01 \u2013 Create a new prospect or customer"},"content":{"rendered":"<p><em>Cette proc\u00e9dure d\u00e9crit la cr\u00e9ation d\u2019une nouvelle fiche prospect ou client dans VIGIL KYC.<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Proc\u00e9dure<\/h2>\n\n\n\n<p>1. Depuis l\u2019onglet \u00ab Registre des clients \u00bb, cliquez sur \u00ab Nouveau client \u00bb.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"867\" height=\"266\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-7.png\" alt=\"\" class=\"wp-image-1136\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-7.png 867w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-7-300x92.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-7-768x236.png 768w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-7-18x6.png 18w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/figure>\n\n\n\n<p>2. S\u00e9lectionnez le type de client : personne morale ou personne physique.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"535\" height=\"384\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-8.png\" alt=\"\" class=\"wp-image-1138\" style=\"width:362px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-8.png 535w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-8-300x215.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-8-18x12.png 18w\" sizes=\"(max-width: 535px) 100vw, 535px\" \/><\/figure>\n\n\n\n<p>3. S\u00e9lectionnez la langue d\u2019affichage (Si vous utilisez le module de communication client, c&rsquo;est la langue dans laquelle le client vera sa demande de documents)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"503\" height=\"352\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-9.png\" alt=\"\" class=\"wp-image-1139\" style=\"width:364px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-9.png 503w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-9-300x210.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-9-18x12.png 18w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/figure>\n\n\n\n<p>4. Si le client ne figure pas dans le registre des personnes, entrez directement son nom afin de le cr\u00e9er. <br>Si le client a d\u00e9j\u00e0 \u00e9t\u00e9 encod\u00e9 via le registre des personnes, s\u00e9lectionnez son nom dans le menu d\u00e9roulant. <br>Cliquez ensuite sur \u00ab\u00a0Cr\u00e9er\u00a0\u00bb<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"463\" height=\"326\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-10.png\" alt=\"\" class=\"wp-image-1140\" style=\"width:356px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-10.png 463w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-10-300x211.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-10-18x12.png 18w\" sizes=\"(max-width: 463px) 100vw, 463px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">R\u00e9sultat attendu<\/h2>\n\n\n\n<p>La fiche client est cr\u00e9\u00e9e. Vous pourrez maintenant y acc\u00e9der via le registre des clients en cliquant sur le nom du client. <\/p>","protected":false},"excerpt":{"rendered":"<p>Cette proc\u00e9dure d\u00e9crit la cr\u00e9ation d\u2019une nouvelle fiche prospect ou client dans VIGIL KYC. Proc\u00e9dure 1. Depuis l\u2019onglet \u00ab Registre des clients \u00bb, cliquez sur \u00ab Nouveau client \u00bb. 2. S\u00e9lectionnez le type de client : personne morale ou personne physique. 3. S\u00e9lectionnez la langue d\u2019affichage (Si vous utilisez le module de communication client, c&rsquo;est [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[16],"class_list":["post-1046","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-06","word_count":141,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Bastien Decerf","author_nicename":"bdecerfarcad-lu","author_url":"https:\/\/vigil-solutions.eu\/en\/author\/bdecerfarcad-lu\/"},"doc_category_info":[{"term_name":"KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-category\/kyc\/"}],"doc_tag_info":[{"term_name":"Cr\u00e9er et g\u00e9rer un dossier KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/creer-et-gerer-un-dossier-kyc\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>02.01 - Cr\u00e9er un nouveau prospect ou client - Vigil<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vigil-solutions.eu\/en\/documents\/creer-un-nouveau-prospect-ou-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.01 - Cr\u00e9er un nouveau prospect ou client - Vigil\" \/>\n<meta property=\"og:description\" content=\"Cette proc\u00e9dure d\u00e9crit la cr\u00e9ation d\u2019une nouvelle fiche prospect ou client dans VIGIL KYC. 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