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.
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To create a client please refer to https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=616136899 |
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ON THIS PAGE YOU WILL FIND:
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From the prospect card in the CRM module you can 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.
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SHOW/HIDE PROSPECT CARD
Go to CRM > clients & prospects list to see the a 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
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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.
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access the tabs in the table below:
TAB | DESCRIPTION |
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Add, update and maintain information |
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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
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Select your image > click open
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You will now have a profile picture for the client
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CONTACT NAVIGATION
The features for contacts are the same whether you access via the resources or CRM module.
TAB
DESCRIPTION
about the company | |
Create new contacts, plus anonymise, merge and move contacts | |
See the pipeline log for all updates made to |
pipelines created against the prospect or client record | |
Create new and manage existing activities for the client or prospect | |
Conversation | Start a new conversation about the prospect or client and view past conversations with other employees |
Profile | Assign a profile type and subject to a client or prospect record |
View existing pipelines against the client or prospect, plus create and duplicate pipelines | |
Documents | Upload a document against the |
prospect record or create a new document from a template | |
Emails | Importedemails that have been saved against the |
prospect can be viewed here | |
Optional fields | Add and store comments |
External references | If external references have been setup, they can be referenced here |
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