11 Prospects
From TrueERP wiki
Overview
Prospects
Prospects - How is a Prospect created in TrueERP?
There are two major ways to create a 'Prospect' inside of TrueERP. The first way is to create a prospect straight away and to do that you need to go to the 'CRM' or 'Marketing' modules and click on the 'Prospect' button. This way would be like creating a new Marketing Contact within the database under the 'Prospect' type contact. The second way will be to convert a 'Marketing Contact' into a 'Prospect', and how we do that is once a appointment has been created for that 'Marketing Contact/Lead', they will then be converted automatically into a 'Prospect'. So how we create an 'Appointment' for this contact within the 'Leads' tool is by opening the 'Lead List' in the 'Marketing' module, open up the Lead Card by double clicking on a contact and then clicking the 'Appointment' button at the bottom of the screen. The 'Main Calendar' will automatically open where you need to double click under the correct employee column next to the desired date. The Appointment Card will then open and fill out all the relevant information if any and then click 'Save'. Then 'Save' the Lead Card information and done.
