How do I create a new prospect?
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Contents
Summary
The following article explains how to create a new prospect.
Additional Information
In Platinum, sales prospect information (name, address and telephone number etc) is stored against a prospect code. Contact details, interests and other relevant information are then stored against this for reference.
To create a prospect in Sales Prospecting
- Go to "Sales Prospecting" -> "Add or Edit Prospects".
- Click [Add]. The prospect code will be generated automatically with the next available number.
 | 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. |
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.
- Basic Information
- Name, Address, Telephone Numbers: Fill in the relevant information for the Prospect.
- E-mail: Enter their E-mail address.
- Website: Enter any applicable Website.
- Contact: Enter the name of the person you deal with. This can later be quoted on letters to the prospect.
- Type: Is the prospect an Individual or part of an Organisation?
- Notes: Enter any brief notes associated with the prospect e.g. Manager – Tom, Accounts – Mary, Opening Times, best contact times etc. To enter more detailed notes tap <Ctrl+F8>.
- Sales Person: Enter the sales person connected with the prospect.
Next Contact
This section is used to log how you're next going to contact the Prospect.
- Date: Enter the date for the Contact.
- Type: Enter the method to be used when next contacting this customer for example this could be by 'telephone', 'letter', 'visit' etc.
- Notes: Record information relating to the next contact.
See also
