prospects

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 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 client.

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

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. 

Once you have entered the required information, you will be taken to the Prospect View.

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 > manage > view prospects.
• This will open a list of all of your prospects.
• Find the prospect by scrolling down, or apply filters by clicking the "update filters" link.
• Click on the name of the prospect to open the Prospect View.

Using Smart Search;

• Click on the search icon at the top right.
• Start typing the prospect name or other contact information.
• When the prospect is found, click "view prospect" to open the Prospect View.

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.
• Contact details are listed below the critical information.
• Actions taken, such as quoting, contacting and more, are listed on the right.

Clicking or tapping the tracking tab will display;

• A list of emails sent to the prospect and whether they were opened.

Clicking or tapping the quote tab will display;

• A list of quotes made for the prospect.
• The option to add a new quote or edit an existing one.