Difference between revisions of "Prospect"
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| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Canvasser]] | [[Canvasser]] | ||
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[[Source List]] | [[Source List]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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== Overview == | == Overview == | ||
| − | A '''Prospect''' is someone who has had contact with the company and | + | A '''Prospect''' is someone who has had contact with the company and is either a [[Customer]] or has indicated that they are interested in remaining in contact with the company. A prospect can be added to the system via the Prospect Screen. |
How to add a prospect | How to add a prospect | ||
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*Select '''CRM''' tab | *Select '''CRM''' tab | ||
*Select '''Prospect''' button | *Select '''Prospect''' button | ||
| − | *Enter known '''Company''' details including the [[Company | + | *Enter known '''Company''' details including the [[Company Types]] |
*If the prospect is in your existing customer list, select the customer record from the drop down list under | *If the prospect is in your existing customer list, select the customer record from the drop down list under | ||
Latest revision as of 00:11, 23 January 2014
Overview
A Prospect is someone who has had contact with the company and is either a Customer or has indicated that they are interested in remaining in contact with the company. A prospect can be added to the system via the Prospect Screen.
How to add a prospect
- Select CRM tab
- Select Prospect button
- Enter known Company details including the Company Types
- If the prospect is in your existing customer list, select the customer record from the drop down list under
Related Customers
- Select the Address Info tab and complete the requested data
- Save
