Prospect ListEnglishالعربيةfrançaisTagalogहिन्दी

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Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List Mail Merge Mail Merge History Marketing Ratios Report Prospect Prospect List Reward Points Reward Points Due To Expire Sales Ratios Report Source Source List Sales Pipeline Ph Contact Prospect Validation

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:

• Filtering Lists
• Searching f5 f6 f7
• Customising Lists
• Report Printing Options
• Export Data

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