Difference between revisions of "Getting started - Sales Prospecting"
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*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. | ||
| − | === | + | === 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 unit interests work?]] to show you how to do this. | *See [[How do unit interests work?]] to show you how to do this. | ||
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?
