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;
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...
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details c...
Client actions can be anything that has happened to a client, including; Enabling or disabling the client. Quotes generated. Invoices generated. P...