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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Address, website and contact details for client and prospect resources are entered and managed via the information tab on the client or prospect card in either the CRM or resources modules.
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ADD INFORMATION TO PROSPECT OR CLIENT
Go to CRM > clients & prospects list to see the list of clients and prospects based on your filter settingsSelect a resource from the list and click > select the client or prospect from the list
Click the show/hide prospect card
icon to complete and maintain additional fields against the resourceand click the information tab icon.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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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: company name, this is amandatory field, all the others are optional
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): the person in your company responsible for the client or prospect. This will default to your name but can be changed.
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UPDATE PROFILE PICTURE
You can also create upload a profile picture (usually the client logo) for clients and 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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You will now have a profile picture for the client
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The features for contacts are the same whether you access via the resources or CRM module.
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TAB
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DESCRIPTION
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Pipeline log
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See the pipeline log for all updates made to the selected pipeline
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Activities
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Conversation
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Start a new conversation about the prospect and view past conversations with other employees here
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Profile
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Pipeline
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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)
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Documents
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Upload a document against the pipeline record or create a new document from a template
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Emails
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