Difference between revisions of "How do unit interests work?"
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== Summary == | == Summary == | ||
| − | This article describes how to use {{Menu| | + | This article describes how to use {{Menu|Unit Interests}} in {{Menu|{{SP}}}}. |
== More Information == | == More Information == | ||
| − | The idea behind the concept is to store information about | + | {{Units}} |
| + | The idea behind the concept is to store information about units in which the prospect is interested. The information is then used to compile a list of units in "Prospect Vehicle Interests" that are in stock, which the sales staff can use. | ||
| − | This option can be used if you have the | + | This option can be used if you have the unit sales module and you have assigned unit interests to your prospects. From here you can record a contact with a prospect and view a list of available units of the model in which they are interested. |
| − | Go to {{Menu|{{SP}}|Prospect | + | Go to {{Menu|{{SP}}|Prospect Unit Interests}}. |
| − | * The screen displayed will list any prospects interested in any models of | + | * The screen displayed will list any prospects interested in any models of unit. You may click on a column heading to re-sort the data into that order, e.g. click on the {{Button|Model}} column to sort the list into all prospects interested in the same model. |
| − | * The {{DataPrompt|Stk}} column indicates how many {{DataValue|In Stock}} | + | * The {{DataPrompt|Stk}} column indicates how many {{DataValue|In Stock}} units of this model are on the unit file. |
** When a prospect is highlighted, click on {{Button|Prospect}} on the right of the screen to look at their details and/or to add contact records. | ** When a prospect is highlighted, click on {{Button|Prospect}} on the right of the screen to look at their details and/or to add contact records. | ||
| − | ** Alternatively click on {{Button| | + | ** Alternatively click on {{Button|Units}} to list the {{DataValue|In Stock}} units. Highlight any unit and click on {{Button|View}} to see further details about it i.e. reg date, previous owners, colour etc. |
* Tap {{KeyPress|ESC}} when you are ready to exit these screens. | * Tap {{KeyPress|ESC}} when you are ready to exit these screens. | ||
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* [[How do I create a new prospect?]] | * [[How do I create a new prospect?]] | ||
* [[How do I find a prospect?]] | * [[How do I find a prospect?]] | ||
| − | * [[How does | + | * [[How does prospect Contacts Due work?]] |
| − | * [[How do | + | * [[How do prospect interest categories work?]] |
| − | {{KB_Tags|prospecting, new, create, prospect, creating, interests}} | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, prospecting, new, create, prospect, creating, interests}} |
| − | {{KB_SP}} | + | {{How}}{{KB_SP}} |
Latest revision as of 05:35, 19 June 2019
Summary
This article describes how to use " Unit Interests" in " Sales Prospecting".
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
The idea behind the concept is to store information about units in which the prospect is interested. The information is then used to compile a list of units in "Prospect Vehicle Interests" that are in stock, which the sales staff can use.
This option can be used if you have the unit sales module and you have assigned unit interests to your prospects. From here you can record a contact with a prospect and view a list of available units of the model in which they are interested.
Go to " Sales Prospecting Prospect Unit Interests".
- The screen displayed will list any prospects interested in any models of unit. You may click on a column heading to re-sort the data into that order, e.g. click on the [Model] column to sort the list into all prospects interested in the same model.
- The "Stk" column indicates how many 'In Stock' units of this model are on the unit file.
- When a prospect is highlighted, click on [Prospect] on the right of the screen to look at their details and/or to add contact records.
- Alternatively click on [Units] to list the 'In Stock' units. Highlight any unit and click on [View] to see further details about it i.e. reg date, previous owners, colour etc.
- Tap <Esc> when you are ready to exit these screens.
See also
- How do I create a new prospect?
- How do I find a prospect?
- How does prospect Contacts Due work?
- How do prospect interest categories work?
