Prospects and clients

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 Knack.
• Update their contact details for future reference.
• Quote the prospect.
• Follow up with the prospect.
• Either the prospect is not interested, and is disabled, or; the prospect wishes to purchase your products or services and is converted to a customer.

Your process will vary from this depending on your company and procedures. Knack provides a flexible system that works for all companies.

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