Difference between revisions of "How does prospect Contacts Due work?"

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== Summary ==
 
== Summary ==
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This article explains how to use the {{Menu|Contacts Due}} option works in {{SP}}.
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== More Information ==
 
This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and record contact details.
 
This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and record contact details.
  
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== More Information ==
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Go to {{Menu|{{SP}}|Prospecting Contacts Due}}.
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Get into "Sales Prospecting" -> "Prospecting Contacts Due"
 
  
 
You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.
 
You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.
  
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*Enter the Salesperson's code. This report will only bring up prospects with this salesperson’s code on. Note:Initially, the user currently logged into the system shows in the box.
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*Enter the Salesperson's code. This report will only bring up prospects with this salesperson's code on. Note: Initially, the user currently logged into the system shows in the box.
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**If the employee you wish to view is not shown, you can type thier code should you know it. Alternatively, search for a code by either pressing {{KeyPress|F1/Shift+F1}} to scroll through the codes available or press {{KeyPress|Ctrl+F1}} to pop up a search box. Enter their name and tap Enter, then press {{KeyPress|F2}} to select their code from the list.
 
 
*Enter a contact date to view all contacts due on or before the date given.
 
*Enter a contact date to view all contacts due on or before the date given.
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*Enter a Contact Type, e.g. Telephone or leave this blank if you don’t want to limit the list to one contact type. You may use {{KeyPress|F1/Shift+F1}} to scroll forward/backward through Contact Types available, or press {{KeyPress|Ctrl+F1}} to perform a search.
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*Enter a {{DataPrompt|Contact type:}}
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*Enter an Interest Category or leave this blank if you don’t want to limit the report to one category. If you want to select a few categories to include/exclude, press {{KeyPress|Shift+F2}}.
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**Enter a range of Interest Categories to include by setting the From and To Category Ranges or you may specify up to 6 categories to include.
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{{Example|text=Telephone or leave this blank if you don't want to limit the list to one contact type..}}
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**To exclude categories, click the Exclude Tab and set a range of categories to exclude or up to 6 specific categories.
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**Press {{KeyPress|Escape}} when you have set the Categories to include/exclude in the report.
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*Enter an interest {{DataPrompt|Category:}} or leave this blank if you don't want to limit the report to one category. If you want to select a few categories to include/exclude, press {{KeyPress|S-F2}}.
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*You are now shown a list of contacts due, filtered by the search criteria given above.
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*You are now shown a list of contacts due, filtered by the search criteria given above. The contacts are priority sorted and colour coded from {{FontColour|black|LightCoral|Red}} to {{FontColour|black|PaleGreen|Green}}.
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*By selecting any contact, the following functions come available:
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*Select a prospect and use the {{KeyPress|F5}} key to record a new contact or amend an existing contact record.
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**Press {{KeyPress|F5}} – View/Record Contacts
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*Records will be removed from the list once a new contact date which is greater than the one entered above is recorded.
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***This option will list previous contacts. You may press {{KeyPress|F5}} against one to view or amend the details. Alternatively, press {{KeyPress|F6}} to add a new contact.
 
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***Press {{KeyPress|F5}} to record notes against the prospect.
 
  
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The Contacts Due report also allows you to transfer prospects from to one Sales Person to another. This option is cannot be reversed so use with caution!
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== See also ==
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*On the Sales Person field enter the person to move prospects FROM
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* [[How do I create a new prospect?]]
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*Tap {{KeyPress|F7}} - Transfer.
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* [[How do I find a prospect?]]
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*The box that appears has a warning in - please read this carefully before proceeding.
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* [[How do prospect interest categories work?]]
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*Enter the Sales Person code to transfer the prospects TO.
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* [[How do unit interests work?]]
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*Tap {{KeyPress|Enter}} and you will be asked to confirm you wish to transfer ALL prospects to the new Sales Person.
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* [[How do I record contacts from Prospects Due?]]
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*If you are sure you wish to proceed, enter {{Button|"Y"}} - Yes and tap {{KeyPress|Enter}}. All prospects will be updated with the new Sales Person's code.
 
  
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This is a useful option in the event of a person leaving and all their prospects being assigned to another staff Member.
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{{KB_Tags|prospect, contact, contacts, due}}
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{{How}}{{KB_SP}}

Latest revision as of 05:35, 19 June 2019

Summary

This article explains how to use the " Contacts Due" option works in Sales Prospecting.

More Information

This option is designed to show each salesperson the prospects they are due to contact. From this screen they can record notes against a prospect and record contact details.

Go to " Sales Prospecting Prospecting Contacts Due".

You may view or print a list of contacts due for a particular Sales Person using this report. If you view the list on screen you can also record a contact from here or print prospect details.

  • Enter the Salesperson's code. This report will only bring up prospects with this salesperson's code on. Note: Initially, the user currently logged into the system shows in the box.
  • Enter a contact date to view all contacts due on or before the date given.
  • Enter a "Contact type:"
Telephone or leave this blank if you don't want to limit the list to one contact type..
  • Enter an interest "Category:" or leave this blank if you don't want to limit the report to one category. If you want to select a few categories to include/exclude, press <Shift+F2>.
  • You are now shown a list of contacts due, filtered by the search criteria given above. The contacts are priority sorted and colour coded from Red to Green.
  • Select a prospect and use the <F5> key to record a new contact or amend an existing contact record.
  • Records will be removed from the list once a new contact date which is greater than the one entered above is recorded.

See also


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Keywords AND Misspellings
prospect, contact, contacts, due
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