Content Comparison

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.

SHOW/HIDE HIDE PROSPECT CARD

• Go to clients & prospects list to see the list of clients and prospects based on your filter settings

• Select a resource from the list and click show/hide prospect card icon to complete and maintain additional fields against the resource

• From here you can 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.

ADD INFORMATION TO PROSPECT RECORD

• Add, update and maintain information against an existing prospect record via the information tab on the prospect card. From here you can update the following prospect information:

  • Name

  • Initials

  • Phone number

  • Mobile number

  • Email

  • Social information e.g. web address, LinkedIn page etc.

  • Resource group (can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)

  • Tags

  • Address details

  • Business (clients can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.)

  • Primary Contact (main contact for the client)

  • Responsible (your company’s client lead)

UPDATE PROFILE PICTURE

You can also create profile picture (usually the client logo) for prospects via the information tab.

• Click on light blue box with the client’s initials or the existing profile picture

• Click the upload icon

• Select your image > click open

• You will now have a profile picture for the client

CONTACT NAVIGATION

The features for contacts are the same whether you access via the resources or CRM module.