Difference between revisions of "Getting started - Sales Prospecting"
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== More Information == | == More Information == | ||
=== 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 === | ||
| − | Whenever you communicate with a prospect, either by email, telephone, in person or by any other method, this should be logged as a {{DataPrompt|Contact}}. | + | Whenever you communicate with a prospect, either by email, telephone, in person or by any other method, this should be logged as a {{DataPrompt|Contact}}. |
| − | *See [[How do I | + | *See [[How do I record contacts against a prospect?]] to show you how to do this. |
| − | === | + | === Unit Interests === |
| − | If a prospect has a particular interest in a | + | If a prospect has a particular interest in a unit, 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? === | ||
| − | *See [[How does | + | *See [[How does prospect Contacts Due work?]] to view your prospecting diary. |
| − | {{KB_Tags| | + | == 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?]] | ||
| + | |||
| + | {{KB_Tags|get, start, getting, started, getting started, prospect, prospects, contacts, contacts due report}} | ||
| + | {{GStart}}{{KB_SP}} | ||
Latest revision as of 16:17, 20 February 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.
Unit Interests
If a prospect has a particular interest in a unit, 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?
