Difference between revisions of "Prospect"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
| Line 28: | Line 28: | ||
*Select '''CRM''' tab | *Select '''CRM''' tab | ||
*Select '''Prospect''' button | *Select '''Prospect''' button | ||
| − | *Enter known '''Company''' details including the [[ | + | *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 | ||
Revision as of 13:55, 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_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
