How do I create a new prospect?
From Catalyst
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article outlines how to create a new prospect.
Additional Information
In Platinum sales prospect information (name, address and telephone number etc) are stored against prospect codes. All prospect contact details are then stored against this for reference.
To create a prospect in Sales Prospecting.
- Choose "Sales Prospecting" -> "Add or Edit Prospects".
- Click [Add]. The prospect code will be automatically generated with the next available number.
It is important for you to fill in as much information on the first tab of the prospect details as possible to make your prospecting database as useful as it can be.
 | Duplicates: While entering a new prospect, the software will check against existing prospects to see if you are entering a duplicate. If any possible duplicates are found you will be asked to confirm you still wish to create the account. If you are entering in a duplicate and want to use the existing prospect, then select the existing prospect in the "Duplicate prospects:" list. |
See also
