How do unit interests work?
From Catalyst
Summary
This article describes how to use " Vehicle Interests" in " Sales Prospecting".
More Information
The idea behind the concept is to store information about vehicles in which the prospect is interested. The information is then used to compile a list of vehicles in "Prospect Vehicle Interests" that are in stock, which the sales staff can use.
This option can be used if you have the vehicle sales module and you have assigned vehicle interests to your prospects. From here you can record a contact with a prospect and view a list of available vehicles of the model in which they are interested.
Go to " Sales Prospecting Prospect Vehicle Interests".
- The screen displayed will list any prospects interested in any models of vehicle. You may click on a column heading to re-sort the data into that order, e.g. click on the [Model] column to sort the list into all prospects interested in the same model.
- The "Stk" column indicates how many 'In Stock' vehicles of this model are on the vehicle file.
- When a prospect is highlighted, click on [Prospect] on the right of the screen to look at their details and/or to add contact records.
- Alternatively click on [Vehicles] to list the 'In Stock' vehicles. Highlight any vehicle and click on [View] to see further details about it i.e. reg date, previous owners, colour etc.
- Tap <Esc> when you are ready to exit these screens.
See also
- How do I Create a New Prospect?
- How do I Find a Prospect?
- How does Prospect Contacts Due Work?
- How do Interest Categories Work?
