Prospects
A common set of actions are present on most Salesorder Documents.
Prospects are qualified Leads.
You can create the following records from a Prospect.
- Contacts
- Sales Quote
- Sales Opportunity
Field | Notes |
---|---|
Prospect name | The unique name of the Prospect's company |
Ref # | A reference number auto-assigned. |
Owner | Drop down field where the worker can be selected.
|
Balance | This field cannot be edited. |
Currency | Once set, the currency cannot be changed and the transactions will only be in the selected currency. |
Credit Limit | Enter a Credit Limit for your Prospect to indicate the maximum amount of credit that you will extend to that client. |
Status | The Prospect Status reflects the various stages a Prospect can be in depending on the process. Default values include:
These fields can be customized to suit your requirements. |
Rating | Rating gives an indication how close the prospect is to conversion. Default rating values:
These fields can be customized to suit your requirements. |
Rating Score | A numerical score related to the Rating to formalize categorization of leads. Three-digit value, where for example 10 = cold, 50 = warm & 100 = hot (very interested). |
Date | The date the Prospect was received. |
Source | From where the Lead originated. For example, Word of mouth, Conference, Newspaper, etc. It is a Text field, simply type in the source. |
Campaign | Identifies the marketing campaign associated with this Prospect. For example ‘Black Friday’. It is a Text field, simply type in the campaign name. |
Prospects are potential Customers. You can attach Contacts, Quotes, Estimates, etc. to a prospect. To invoice a Prospect, you first must convert the Prospect to a Customer.
- 1.To create a new Prospect from the Explorer click Sales>Prospects and click 'Create New'
- 2.Or from an existing lead:
- 1.From Leads, select the lead that must be converted.
- 2.Click the dropdown ‘Actions’.
- 3.Select 'Create Prospect’.
- The Prospect name must be entered, but it does not have to be unique.
- The Ref # is a unique identifier/number associated with the Prospect.
- Once set, the Currency cannot be changed and transactions will only be in the selected currency.
- If the Prospect is VAT registered and a member of the EU:
- Check the tickbox ‘Prospect is Vat Registered’ on the Profile tab.
- Add the VAT no. in the new field.
- Check the tickbox ‘Is from other EC member state’.
- This ensures VAT returns are calculated correctly.
Last modified 29d ago