Prospects are potential new business customers that you want to work with. Prospect resources are created in the CRM module and information is stored about them Address, website and contact details for client and prospect resources are entered via the information tab on the prospect card which is accessed via the CRM module.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
Add, update and maintain information against an existing client or prospect record via the information
tab on the prospect card. From here you can add and 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 resources can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.)
Primary Contact (main contact for the client/prospect)
Responsible (your company’s client lead)
...