5 Prospect To CustomersEnglishالعربيةfrançaisTagalogहिन्दी

Prospects To Customers

How is a Prospect created and how does a Prospect become a Customer?

First way to create a Prospect...

Select the Marketing Tab Select the Telemarketing button Select the required 'Selection Criteria' from the Contacts Lists drop down menu Upon selection of 'Lead' from the Action Type column (or by selecting the Lead button at bottom of screen) the Lead form will load and all further follow ups etc are to be entered from the Lead screen From the Lead screen... upon selection of 'Appointment' from the Action Type column (or by selecting the Appointment button at bottom of screen) the Lead now becomes a Prospect From the Lead screen... upon selection of 'Quote', 'Sales Order', or 'Invoice' from the Action Type column (or by selecting the 'Quote', 'Sales Order', or 'Invoice' button at bottom of screen) the Lead now becomes a Customer

Second way to create a Prospect...

Select the Prospect button (or select the Prospect List and select NEW) Enter the details of the Prospect Select the 'Convert To' button for "Customer" or "Supplier" from the Contact Info tab of the Prospect card.