Difference between revisions of "Prospect List (Marketing)"
From TrueERP wiki
(Created page with "<menu name=myMenu align=center> More Detail= Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List [[Marke...") |
|||
| Line 19: | Line 19: | ||
</menu> | </menu> | ||
== Overview == | == Overview == | ||
| + | |||
| + | |||
| + | A [[Lead]] becomes a prospect when an appointment has been set for them. You can also create a Prospect | ||
| + | from the Prospect screen in the same way that you would create a Marketing Contact or Lead. The Prospect List | ||
| + | is a list of all prospects. It has default filters for Active Prospects, Inactive Prospects and All Prospects | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How to Access Prospect List''' | ||
| + | |||
| + | *Select '''Marketing''' tab | ||
| + | *Select '''Prospect List''' button | ||
Latest revision as of 16:43, 3 March 2011
Overview
A Lead becomes a prospect when an appointment has been set for them. You can also create a Prospect from the Prospect screen in the same way that you would create a Marketing Contact or Lead. The Prospect List is a list of all prospects. It has default filters for Active Prospects, Inactive Prospects and All Prospects
Ways Lists in ERP can be Manipulated:
How to Access Prospect List
- Select Marketing tab
- Select Prospect List button
