Difference between revisions of "Prospect"
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== Overview == | == Overview == | ||
| − | A | + | A '''Prospect''' is someone who has had contact with the company and either is 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 the '''Address Info''' tab and complete the requested data | *Select the '''Address Info''' tab and complete the requested data | ||
| − | *Save | + | *'''Save''' |
Revision as of 13:52, 23 June 2011
Overview
A Prospect is someone who has had contact with the company and either is 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 Type
- 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
