Difference between revisions of "Getting started - Sales Prospecting"
From Catalyst
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=== How do I view any Contacts Due? === | === How do I view any Contacts Due? === | ||
*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 == | ||
| + | * [http://www.catalyst-uk-support.com/kb/index.php?title=Category:Getting_Started Getting Started] | ||
| + | * [[How do I Create a New Prospect?]] | ||
| + | * [[How do I Record Contacts Against a Prospect?]] | ||
| + | * [[How do Vehicle Interests Work?]] | ||
| + | * [[Useful Keys]] | ||
{{KB_Tags|Get, start, Getting, Started, Getting Started, prospect, prospects, contacts, contacts due report}} | {{KB_Tags|Get, start, Getting, Started, Getting Started, prospect, prospects, contacts, contacts due report}} | ||
{{KB_SP}}{{GStart}}{{FAQ}} | {{KB_SP}}{{GStart}}{{FAQ}} | ||
Revision as of 10:46, 31 July 2013
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
- Getting Started
- How do I Create a New Prospect?
- How do I Record Contacts Against a Prospect?
- How do Vehicle Interests Work?
- Useful Keys
