Prospect List - Revision history

Omer Farooq at 10:42, 25 November 2015

2015-11-25T10:42:31Z

Omer Farooq at 10:40, 25 November 2015

2015-11-25T10:40:05Z

Cyle van Niekerk at 13:17, 22 January 2014

2014-01-22T13:17:49Z

Simon Clive at 02:58, 23 June 2011

2011-06-23T02:58:47Z

Eliza at 06:48, 28 February 2011

2011-02-28T06:48:37Z

Admin at 04:36, 18 January 2011

2011-01-18T04:36:55Z

Admin: Created page with " Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

2011-01-12T05:56:31Z

Created page with "<menu name=myMenu align=center> Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

New page

<menu name=myMenu align=center>
Related Items=
[[Canvasser]]
[[Canvasser List]]
[[Company Types]]
[[CRM Reports]]
[[Feedback Report]]
[[Loyalty Program]]
[[Loyalty Program List]]
[[Mail Merge]]
[[Mail Merge History]]
[[Marketing Ratios Report]]
[[Prospect]]
[[Prospect List]]
[[Reward Points]]
[[Reward Points Due To Expire]]
[[Sales Ratios Report]]
[[Source]]
[[Source List]]
[[Sales Pipeline]]
</menu>

@@ Line 20: / Line 20: @@
 [[Sales Pipeline]]
 [[Ph Contact]]
 </menu>

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu name="myMenu" align="center">
 More Detail=
 [[Canvasser]]
@@ Line 19: / Line 19: @@
 [[Source List]]
 [[Sales Pipeline]]
 </menu>
 == Overview  ==
@@ Line 40: / Line 41: @@
 *Select '''New''' button to add a contact
 *Select '''Edit''' to edit a contact
-*Select '''Inactive Contact''' button to see the contact that was entered in the front page (This contact is inactive by default)
+*Select '''Inactive Contact''' button to see the contact that was entered in the front page ('''This contact is inactive by default''')
 *Select '''Edit''' and Select '''Active''' check box to add to contact list

@@ Line 22: / Line 22: @@
 == Overview  ==
-The Prospect List allows you to enquire on and list prospects, update prospect details, convert prospects to Customers or Suppliers.
+'''The Prospect List''' allows you to enquire on and list prospects, update prospect details, convert prospects to Customers or Suppliers.
 Ways Lists in ERP can be Manipulated: <br>
@@ Line 35: / Line 35: @@
 *Select the '''CRM''' tab
-*Select the'''Prospect''' List button
+*Select the '''Prospect''' List button
-*Double Click a prospect to open
+*Double Click on a '''Prospect''' to open
 *Select '''Contact''' Tab
 *Select '''New''' button to add a contact
 *Select '''Edit''' to edit a contact
-*Select '''Inactive Contact''' button to see the contact that was entered in the front page (This contact is inactive by
+*Select '''Inactive Contact''' button to see the contact that was entered in the front page (This contact is inactive by default)
-−
 default)
 *Select '''Edit''' and Select '''Active''' check box to add to contact list
 *Select a contact and then select '''Letter''' button
 *Give the letter a reference (name, identifier)
 *ERP will create a letter to the contact using the default document stored under Company Information
+*You can create a fax or email document the same way.
 You can create a fax or email document the same way.
 *Select '''History''' tab to view the prospects history with regard to the '''Rewards Program'''
 *Select '''Documents''' to see letters etc created for this prospect
 *Select '''Notes''' tab to view or add notes
-*Select '''FollowUp''' tab to view or add followups (these can also be added from Marketing)
+*Select '''Follow Up''' tab to view or add followups (these can also be added from Marketing)
 *Select '''Ph Contact''' to view or add a record of a phone contact

@@ Line 20: / Line 20: @@
 [[Sales Pipeline]]
 </menu>
-== Overview ==
+== Overview  ==