Difference between revisions of "Getting started - Sales Prospecting"
From Catalyst
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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 Create a New Prospect?]] to show you how to do this. | *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 Record Contacts Against a Prospect?]] to show you how to do this. | *See [[How do I Record Contacts Against a Prospect?]] to show you how to do this. | ||
=== 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 Vehicle Interests Work?]] to show you how to do this. | *See [[How do Vehicle Interests Work?]] to show you how to do this. | ||
| Line 18: | Line 18: | ||
*See [[How does Prospect Contacts Due Work?]] to view your prospecting diary. | *See [[How does Prospect Contacts Due Work?]] to view your prospecting diary. | ||
| − | == See also == | + | == See also == |
* [[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?]] | ||
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* [[How does Prospect Contacts Due Work?]] | * [[How does Prospect Contacts Due Work?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|get, start, getting, started, getting started, prospect, prospects, contacts, contacts due report}} |
| − | {{ | + | {{GStart}}{{KB_SP}} |
Revision as of 12:14, 21 December 2018
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 Vehicle 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 Vehicle Interests Work?
- How does Prospect Contacts Due Work?
