Prospects are potential new business customers that you want to work with. You can create CRM pipelines and activities against both prospects and clients, but you cannot create a job against a prospect. The creation of prospects is usually less restrictive and open to users who have access to the CRM module.
ON THIS PAGE YOU WILL FIND: | ||||||
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From here you can access the tabs in the table below to add, update and maintain information and contacts, create and review pipelines, create and view activities, as well as upload documents and start conversations with another employees.
TAB | DESCRIPTION |
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Add, update and maintain information about the company | |
Create new contacts, plus anonymise, merge and move contacts | |
See the pipeline log for all updates made to the selected pipelinepipelines created against the prospect or client record | |
Conversation | Start a new conversation about the prospect and view past conversations with other employees here |
Profile | |
Pipeline If dimensions are enabled and required on pipelines you can view and update them here (dimensions are setup and managed via settings > dimensions > dimension setup) | |
Documents | Upload a document against the pipeline prospect record or create a new document from a template |
Emails | Importedemails that have been saved against the pipeline prospect can be viewed here |
Optional fields |
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