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;
Your process will vary from this depending on your company and procedures. Knack provides a flexible system that works for all companies.
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.
Once you have entered the required information, you will be taken to the Prospect View.
There are two options available for locating an existing prospect;
Using the prospect list;
Using Smart Search;
The Prospect View is the place that you will find all information relevant to the prospect;
Clicking or tapping the tracking tab will display;
Clicking or tapping the quote tab will display;
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 st...
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 clien...
Issuing an invoice for a prospect automatically converts them to a client. No manual action is required to complete this, and all of the prospect c...