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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.

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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.


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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.


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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.


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


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