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.
Prospects And Clients > Prospects
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...
Prospects And Clients > Updating Clients
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;Vendor or s...
Prospects And Clients > Contacts
A contact can be attached to a prospect, client or supplier and allows you to;View important contact information.Generate quotes, invoices, statements, purchase orders and other reports attached to th...