Difference between revisions of "Getting started - Sales Prospecting"
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=== Creating a Prospect === | === Creating a Prospect === | ||
The first thing you need to do is to create a prospect. | The first thing you need to do is to create a prospect. | ||
| − | *See [[How do I | + | *See [[How do I create a new prospect?]] to show you how to do this. |
=== Adding a Contact === | === Adding a Contact === | ||
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[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 unit interests work?]] | * [[How do unit interests work?]] | ||
Revision as of 06:28, 8 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?
