Getting started - Sales Prospecting

Summary

The following article explains how to get started in Sales Prospecting.

More Information

Creating a Prospect

The first thing you need to do is to create a prospect.

• See How do I Create a New Prospect? to show you how to do this.

Adding a Contact

Whenever you communicate with a prospect, either by email, telephone, in person or by any other method, this should be logged as a "Contact".

• See How do I Record Contacts Against a Prospect? to show you how to do this.

Vehicle Interests

If a prospect has a particular interest in a vehicle, you can record this against them.

• See How do Vehicle Interests Work? to show you how to do this.

How do I view any Contacts Due?

• See How does Prospect Contacts Due Work? to view your prospecting diary.

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Keywords AND Misspellings

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