Difference between revisions of "Getting started - Sales Prospecting"
From Catalyst
m |
|||
| 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. | ||
| − | + | {{KB_Tags|Get, start, Getting, Started, Getting Started, prospect contact due report}} | |
| + | {{KB_SP}}{{GStart}}{{FAQ}} | ||
Revision as of 10:14, 11 November 2011
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.
