Difference between revisions of "Prospect List"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Omer Farooq (Talk | contribs) |
||
| (2 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Canvasser]] | [[Canvasser]] | ||
| Line 19: | Line 19: | ||
[[Source List]] | [[Source List]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
| − | </menu> | + | [[Ph Contact]] |
| + | [[Prospect Validation]] | ||
| + | </menu> | ||
| + | |||
== Overview == | == Overview == | ||
| Line 40: | Line 43: | ||
*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 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 | *Select '''Edit''' and Select '''Active''' check box to add to contact list | ||
Latest revision as of 21:42, 25 November 2015
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
