Adding & Changing Prospect Records
Add Or Edit A Prospect
Use the Add Prospect program to add your prospect records and upload your sales proposals. When adding a prospect, you first browse for a user (i.e. customer or prospective buyer) that has already been set up in the database. If the user is not in the database, use the Add User function to add them first.
Setting Email Addresses & Passwords: Refer to the section Adding Or Importing Customers & Prospective Buyers for guidance on how to enter or skip email addresses and passwords.
Use Prospect Manager to view your prospect records and to go into them for editing.
Prospect Field Explanations
Company Name / Contact - this is pulled in from the User data you set up previously.
Product Title & Description - enter the relevant details
Comment - inform other people of something that needs to happen
For example, you might want to send a note to credit control to check the credit limit on an account with a big quote going out.
Simply enter @name e.g. @jenny to send an email alert to them that a new comment has been added to this quote. This comment will also be added to the comment sections on the prospect record and the user timeline
Revenue - enter your revenue and margin figures, you can search on these in Prospect Manager
Next Action Date - pick a date and time from the calendar, you can sort your prospects by this in Prospect Manager so you have a list of what to do next
Reminder Text - enter text in here which will then be sent to you as an email reminder when the Next Action Date / time has been reached.
Status - select from the the specific pipeline statuses you setup earlier so you can track progress of the prospect through the sales funnel, you can search on this in Prospect Manager plus general Open, Won and Lost states.
Owner - select a sales owner from the user admins you setup
Watchers - these are people who are interested to know the progress of a prospect through the sales process, with alerts emailed to them whenever the status of the prospect changes. Simply type in a name of someone already set up as a user and they will be added as a watcher
Tags - Click the relevant tags to be used for analysis on this prospect
Upload File - upload your quotes, proposals or other sales documents to keep a repository record of them. You can add updated documents as well. File size limit is 8Mb.
Mark As Important - allows you to quickly search and find your important prospects in Prospect Manager
Then Save the record or Save & Send the prospect via email. If required, you can also email comments added to the record using the confirmation tick box provided.