Difference between revisions of "Getting started - Sales Prospecting"
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Tim Laundon (talk | contribs) (New page: {{Review}} == 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 c...) |
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== Summary == | == Summary == | ||
| − | The following article explains how to get started in | + | The following article explains how to get started in {{SP}}. |
== More Information == | == More Information == | ||
| − | |||
=== Creating a Prospect === | === 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. | + | 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 === | === Adding a Contact === | ||
| − | Whenever you communicate with a prospect, | + | 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. | ||
=== Vehicle Interests === | === 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. | + | 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? === | === How do I view any Contacts Due? === | ||
| − | See [[How does Prospect Contacts Due Work?]] to | + | *See [[How does Prospect Contacts Due Work?]] to view your prospecting diary. |
{{FAQ}}{{KB_Tags|Prospect contact due report}}{{KB_SP}} | {{FAQ}}{{KB_Tags|Prospect contact due report}}{{KB_SP}} | ||
Revision as of 14:33, 21 October 2010
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.
