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 section on the right is the only way to record information against a prospect. Simply type what you need to and hit send.
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.
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.
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...
Client actions can be anything that has happened to a client, including; Enabling or disabling the client. Quotes generated. Invoices generated. P...
There are two options available for locating an existing prospect; Using the prospect list and filters. Using Smart Search. Using the prospect li...