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.
To create a client please refer to https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=616136899
ON THIS PAGE YOU WILL FIND: |
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CREATE A PROSPECT
Go to CRM module > clients & prospects list > click the add new prospect
iconIn the pop-up complete the following fields (only the name field is mandatory, the rest are optional)
FIELD | DESCRIPTION |
Name* | Name of company / prospect |
Address and company details | This information can be added now or later |
Business | If using business types, you can select and allocate a business from the dropdown |
Default company | Defaults to your company (but if you have access to multiple companies you can select the relevant company here) |
Responsible | The person responsible for the prospect, this will default to your name |
Resource group | If using resource groups, you can select and allocate a group from the dropdown |
Checkbox: Create new pipeline | Check to continue on and create a new pipeline straightaway |
Checkbox: Create the first activity | Check to continue on and create a new activity straightaway |
Checkbox: Ignore duplicate control | The system will automatically check for duplicate records before creating a new one, check this box to ignore this control |
Click ok to create the record
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 resourceFrom 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.
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
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
Select your image > click open
You will now have a profile picture for the client
CONTACT NAVIGATION
The features for contacts are the same whether you access via the resources or CRM module.
TAB | DESCRIPTION |
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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 |