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To view and add new clients and prospects for the purpose of tracking new business activity, go to CRM > clients & prospects list.
Here, the main grid displays a list ofexisting clients and prospects according to your filter settings and grid column and grouping selections. From here you can create new prospects, add new CRM activities and show/hide the prospect card.
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NUMBER | FUNCTIONALITY |
1 | Add new prospect |
2 | Add new activity |
3 | Deactivate/activate selected resource allows you to control which prospects can have CRM pipelines and activities created against them. |
4 | The show/hide prospect card opens an additional window at the bottom of your screen showing prospect and contact information for the selected client/prospect, from here you can view and create new contacts, update the active/inactive status of a contact, merge and move contacts. Additional tabs also allow you to access the pipeline log, activities and conversations. |
5 | Use the filter to condense the clients & prospects list, i.e. Filter by responsible; search for contact by name or email; business; country; resource group; profile; profile text; default job dimensions (job account manager, job project manager, project etc); and extended filters (show resources without active activities; show inactive resources; only show “favourites”). |
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