Difference between revisions of "Prospect List"
From TrueERP wiki
| Line 20: | Line 20: | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == 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: <br> | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To View the Prospect List''' | ||
| + | |||
| + | *Select the '''CRM''' tab | ||
| + | *Select the'''Prospect''' List button | ||
| + | *Double Click 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 '''FollowUp''' 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 | ||
Revision as of 17:48, 28 February 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 theProspect List button
- Double Click 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 FollowUp 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
