Getting started - Sales Prospecting
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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, ie email, telephone in person etc, this is called 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 show you how to see all your current and future contacts.