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, from which you can update the prospect's information or create quotes.
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;
A prospect can be edited from one of three sections;
From the prospect edit popup, you can change;
Prospect actions can be anything that has happened to a prospect, including;
Some actions are recorded automatically, such as when you generate a quote. Other actions can be recorded manually as and when you need them.
Using the Prospect Actions tab is the only way to record information against a prospect. Simply type what you need to and hit send.
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;
If you issue an invoice on a prospect quote, the prospect is automatically converted to a client.
A prospect can be disabled or enabled through the prospect menu. To complete this action;
Disabling a prospect will remove it from important lists such as creating quotes, and no user will be able to edit it unless it is enabled again.
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 of leads and prospects, without all the manual work.
In order to set up your website integration, you must;
Any contact for submissions that happen on website pages with the tracking code installed will automatically be captured and converted to prospects. The full website submission will be recorded in the prospect actions tab,
Prospects And Clients > Clients
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...
Prospects And Clients > Clients
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...
Prospects And Clients > Statements
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. ...