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To create a client please refer to https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=616136899 Resources > Create a Client |
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CREATE A PROSPECT
Go to CRM module > clients & prospects list > click the add new prospect
iconIn the pop-up complete the following fields (only the name field is mandatory, the rest are optional
FIELD | DESCRIPTIONÂ |
Name* | Name of company / prospect |
Address and company details | This information can be added now or later |
Business | If using business types, you can select and allocate a business from the dropdown |
Default company | Defaults to your company (but if you have access to multiple companies you can select the relevant company here) |
Responsible | The person responsible for the prospect, this will default to your name |
Resource group | If using resource groups, you can select and allocate a group from the dropdown |
Checkbox: Create new pipeline | Check to continue on and create a new pipeline straightaway |
Checkbox: Create the first activity | Check to continue on and create a new activity straightaway |
Checkbox: Ignore duplicate control | The system will automatically check for duplicate records before creating a new one, check this box to ignore this control |
Click ok to create the record
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To add, update and maintain client and prospect information and contacts, create and review pipelines, create and view activities, as well as upload documents and start conversations with other employees, please see CRM > Prospect Card |
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