Prospect (Marketing)EnglishالعربيةfrançaisTagalogहिन्दी

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Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List Marketing Contact List Marketing Ratios Report Marketing Reports Prospect (Marketing) Prospect List (Marketing) Print Reminders Sales Pipeline Sales Ratio Report Telemarketing Telemarketing List

Overview

A Lead becomes a prospect when an appointment has been set for them. You can also create a Prospect from the Prospect screen in the same way that you would create a Marketing Contact or Lead.

How to create a Prospect

• Select Marketing tab
• Select Prospect button
• Enter the details of the Prospect