Making Business Easier Since 2011

Start typing a topic to find help from our knowledgebase...
Editing a Prospect
Last updated on 19 July, 2017

A prospect can be edited from one of three sections;

  • Directly from the prospect list.
  • From the Prospect View, by clicking "edit prospect".
  • From the prospect menu, by clicking the menu button > edit prospect.

From the prospect edit popup, you can change;

  • The company's name.
  • The company price tier.
  • The payment terms.
  • The primary contact's name.
  • The primary contact's email address.
  • The primary contact's phone number.

Level 3
Forever Free




Editing a Prospect :: Knack Knowledgebase :: Business Management Software


Prospect Actions
Last updated on 19 July, 2017

Prospect actions can be anything that has happened to a prospect, including;

  • Enabling or disabling the prospect.
  • Quotes generated.
  • Contact between your company and the prospect.
  • Additional information received from the prospect.
  • Uploading of important notes or files for future use.

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 section on the right is the only way to record information against a prospect. Simply type what you need to and hit send.


Level 3
Forever Free




Prospect Actions :: Knack Knowledgebase :: Business Management Software


Converting Prospects to Clients
Last updated on 20 July, 2017

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 content is attached to the new client at the same time.


Level 3
Forever Free





Disabling or Enabling a Prospect
Last updated on 22 July, 2017

A prospect can be disabled or enabled through the prospect menu. To complete this action;

  • Open the Prospect View for the prospect you wish to enable/disable.
  • Click the menu button > disable prospect OR click the menu button > enable prospect

 

Disabling a prospect will remove it from important lists such as creating quotes.


Level 3
Forever Free




Disabling or Enabling a Prospect :: Knack Knowledgebase :: Business Management Software


More Articles Like This
Client Manager

The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a p...

Enabling or Disabling a Client

A client can be enabled or disabled by; Finding the client and opening the Client View. Opening the client menu > disable client OR opening the...

Find a Client

There are two options available for locating an existing client; Using the client list and filters. Using Smart Search. Using the client list; G...