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prospects and clients

Prospects Updating Prospects Clients Updating Clients Contacts Statements
Introduction

A prospect is a potential client or customer that has not yet agreed to purchase your products or services. Typically, the sales pipeline involves a process similar to the following;Add a prospect to...

Adding a Prospect

Add a prospect by going to clients > add prospect.You will be requested to enter basic information, including the company or person's name. Pay attention to the name check to avoid duplicate entries....

Find a Prospect

There are two options available for locating an existing prospect;Using the prospect list and filters.Using Smart Search.Using the prospect list;Go to clients > view > prospects.This will open a list ...

Prospect View

The Prospect View is the place that you will find all information relevant to the prospect;Critical details are listed at the top left, including who created the prospect and when it was last updated....

Editing a Prospect

A prospect can be edited from one of three sections;Directly from the prospect list.From the Prospect View, by clicking "edit prospect".From the prospect menu, by clicking the menu button > edit prosp...

Prospect Actions

Prospect actions can be anything that has happened to a prospect, including;Enabling or disabling the prospect.Quotes generated.Contact between your company and the prospect.Additional information rec...

Converting Prospects to Clients

You can convert any prospect in to a client by going to the Prospect View > convert to client.When converting to a client, the following things will happen;All actions will be copied across.A new cont...

Disabling or Enabling a Prospect

A prospect can be disabled or enabled through the prospect menu. To complete this action;Open the Prospect View for the prospect you wish to enable/disable.Click the menu button > disable prospect OR ...

Website Integration

Knack PRO accounts can integrate with a website to automatically capture leads and convert them to prospects. This automation feature makes it easier for sales teams and small businesses to keep track...

Editing a Prospect

A prospect can be edited from one of three sections;Directly from the prospect list.From the Prospect View, by clicking "edit prospect".From the prospect menu, by clicking the menu button > edit prosp...

Prospect Actions

Prospect actions can be anything that has happened to a prospect, including;Enabling or disabling the prospect.Quotes generated.Contact between your company and the prospect.Additional information rec...

Converting Prospects to Clients

You can convert any prospect in to a client by going to the Prospect View > convert to client.When converting to a client, the following things will happen;All actions will be copied across.A new cont...

Disabling or Enabling a Prospect

A prospect can be disabled or enabled through the prospect menu. To complete this action;Open the Prospect View for the prospect you wish to enable/disable.Click the menu button > disable prospect OR ...

Introduction

A client is exactly what it sounds like - a customer or client that has or will purchase a product or service from you. Typically, creating a client allows you to;Keep track of important client inform...

Adding a Client

There are two methods available for creating a client;Convert a prospect into a client by generating an invoice for the prospect.Manually add a client and bypass the prospect system.You can manually c...

Client View

The Client View is the place where you can find all important information and actions for any client, such as;Viewing client information and contact details.Updating a client or contact details.View o...

Find a Client

There are two options available for locating an existing client;Using the client list and filters.Using Smart Search.Using the client list;Go to clients > view > clients.This will open a list of all o...

Editing a Client

A client can be edited from the Client View;Open the Client View. Read more about finding clients here.Click on the menu button > edit client.When editing a client, you will be able to update importan...

Client Actions

Client actions can be anything that has happened to a client, including;Enabling or disabling the client.Quotes generated.Invoices generated.Payments made.Contact between your company and the client.A...

Client Manager

The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a prospect is converted to a client, the person who crea...

Client Additional Details

Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;Vendor or s...

Enabling or Disabling a Client

A client can be enabled or disabled by;Finding the client and opening the Client View.Opening the client menu > disable client OR opening the client menu > enable client.Disabling a client will result...

Editing a Client

A client can be edited from the Client View;Open the Client View. Read more about finding clients here.Click on the menu button > edit client.When editing a client, you will be able to update importan...

Client Actions

Client actions can be anything that has happened to a client, including;Enabling or disabling the client.Quotes generated.Invoices generated.Payments made.Contact between your company and the client.A...

Client Manager

The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a prospect is converted to a client, the person who crea...

Client Additional Details

Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;Vendor or s...

Enabling or Disabling a Client

A client can be enabled or disabled by;Finding the client and opening the Client View.Opening the client menu > disable client OR opening the client menu > enable client.Disabling a client will result...

Introduction

A contact can be attached to a prospect, client or supplier and allows you to;View important contact information.Generate quotes, invoices, statements, purchase orders and other reports attached to th...

Adding or Editing a Prospect Contact

A prospect may have only one contact. You can add a prospect contact by;Creating a new prospect. When you enter the information for the prospect, the contact information will be required.You can edit ...

Adding or Editing a Client Contact

A client may have any number of contacts. You can add a client contact by;Finding the client and entering the Client View.Scroll down to the contact information.Click the "add contact" link.You can e...

Introduction

A statement is a summary of the invoices issued to and payments made by a client over a period of time. It provides a simple overview of the total amounts owed, and should be issued to every client on...

Downloading a Statement

You can download a statement for a client at any time by either; Using the main menu clients > manage > download statement. Select the company and the statement period and click the download button. ...

Scheduling a Statement

You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either; Go to the client view > schedule auto statement. Use the main menu clients > automation > vie...