Difference between revisions of "Prospect List"
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== Overview == | == 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> | Ways Lists in ERP can be Manipulated: <br> | ||
| Line 35: | Line 35: | ||
*Select the '''CRM''' tab | *Select the '''CRM''' tab | ||
| − | *Select the'''Prospect''' List button | + | *Select the '''Prospect''' List button |
| − | *Double Click a | + | *Double Click on a '''Prospect''' to open |
*Select '''Contact''' Tab | *Select '''Contact''' Tab | ||
*Select '''New''' button to add a contact | *Select '''New''' button to add a contact | ||
*Select '''Edit''' to edit 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 '''Edit''' and Select '''Active''' check box to add to contact list | ||
*Select a contact and then select '''Letter''' button | *Select a contact and then select '''Letter''' button | ||
*Give the letter a reference (name, identifier) | *Give the letter a reference (name, identifier) | ||
| − | *ERP will create a letter to the contact using the default document stored under Company Information | + | *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 '''History''' tab to view the prospects history with regard to the '''Rewards Program''' | ||
*Select '''Documents''' to see letters etc created for this prospect | *Select '''Documents''' to see letters etc created for this prospect | ||
*Select '''Notes''' tab to view or add notes | *Select '''Notes''' tab to view or add notes | ||
| − | *Select ''' | + | *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 | *Select '''Ph Contact''' to view or add a record of a phone contact | ||
Revision as of 13:58, 23 June 2011
Overview
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:
How To View the Prospect List
- Select the CRM tab
- Select the Prospect List button
- 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 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.
- 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 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
