Difference between revisions of "Getting started - Sales Prospecting"
From Catalyst
(Bulk update) |
(Bulk update) |
||
| Line 13: | Line 13: | ||
=== Vehicle Interests === | === Vehicle Interests === | ||
If a prospect has a particular interest in a vehicle, you can record this against them. | If a prospect has a particular interest in a vehicle, you can record this against them. | ||
| − | *See [[How do | + | *See [[How do unit interests work?]] to show you how to do this. |
=== How do I view any Contacts Due? === | === How do I view any Contacts Due? === | ||
| Line 21: | Line 21: | ||
* [[How do I Create a New Prospect?]] | * [[How do I Create a New Prospect?]] | ||
* [[How do I Record Contacts Against a Prospect?]] | * [[How do I Record Contacts Against a Prospect?]] | ||
| − | * [[How do | + | * [[How do unit interests work?]] |
* [[How does Prospect Contacts Due Work?]] | * [[How does Prospect Contacts Due Work?]] | ||
{{KB_Tags|get, start, getting, started, getting started, prospect, prospects, contacts, contacts due report}} | {{KB_Tags|get, start, getting, started, getting started, prospect, prospects, contacts, contacts due report}} | ||
{{GStart}}{{KB_SP}} | {{GStart}}{{KB_SP}} | ||
Revision as of 10:05, 4 January 2019
Contents
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 unit 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.
See also
- How do I Create a New Prospect?
- How do I Record Contacts Against a Prospect?
- How do unit interests work?
- How does Prospect Contacts Due Work?
