How do prospect interest categories work?
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Revision as of 17:23, 3 March 2009 by Chris Morrison (talk | contribs) (New page: {{Incomplete}} == Summary == The following article explains how Interest Categories work in Sales Prospecting. == Additional Information == When you create a Prospect you may attach Inter...)
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Contents
Summary
The following article explains how Interest Categories work in Sales Prospecting.
Additional Information
When you create a Prospect you may attach Interest Categories to their record. Interest Categories are a way of recording a particular characteristic of a prospect e.g. Honda Owner, met at Trade Show, Has a Family, Harley Davidson Enthusiast etc. Prospects with particular interests can then be targeted using the mail shot program, e.g. to inform them you will be attending a show, to let them know you are having an open day, to inform them of new products etc. You may create as many different Interest Categories as you like and you can apply several categories to each prospect.
To create an Interest
- Go to "Sales Prospecting" -> "Maintenance Options" -> "Add or Edit Interests".
- Click [Add].
- Type a code (max 3 characters) and tap Enter.
- Type a description (max 30 characters) and tap Enter.
- Enter the order for this category which defines where it will appear in your listing of allocated Interests. Lower numbers will appear higher up the list.
- Enter the Link Interest if required. This will apply the linked Interest everytime the current interest is allocated.
- Enter the Category if required. This makes it easier to find Interests by category such as manufacturer.
- Press [Done] and [Accept] to create the Interest.
- You can now carry on creating codes or tap <Esc>/click [Close] to go back to the previous menu.
Allocate Interests
- Go to "Sales Prospecting" -> "Add or Edit Prospects".
- Search for the appropriate prospect or create a new one.
- Select the prospect and click [Edit].
- Click the [Interests] tab.
- You will see a list of all the available Interests. Clicking on one of the categories will list only Interests in that category.
- Find the required interest and click [->] or press <F6> to allocate this Interest to the prospect.
- If you select one by mistake, then simply select it in the right-hand pane and click [<-] to remove.
- Allocate any further Interests and then click [Done] or tap <Esc> and [Accept] to confirm changes.
See also
