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 |
|---|---|
Information | |
Contacts | |
Pipeline log | See the pipeline log for all updates made to the selected pipeline |
Activities | |
Conversation | Start a new conversation about the prospect and view past conversations with other employees here |
Profile | |
Pipeline | 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) |
Documents | Upload a document against the pipeline record or create a new document from a template |
Emails | Imported emails that have been saved against the pipeline can be viewed here |
Optional fields |