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.
ON THIS PAGE YOU WILL FIND: |
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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 access the tabs in the table below to 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.
TAB | DESCRIPTION |
|---|---|
Add, update and maintain information 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 | |
Conversation | Start a new conversation about the prospect and view past conversations with other employees here |
Profile | |
Documents | Upload a document against the prospect record or create a new document from a template |
Emails | Imported emails that have been saved against the prospect can be viewed here |
Optional fields |