How do I record contacts from Prospects Due?
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Contents
Summary
The following article explains how to record contact notes against a prospect from the Prospects Due screen. It also explains how to remove the current reminder to replace it with a new reminder.
More Information
In the Sales Prospecting system you can record contact notes against a prospect so that you are able to review what details have been discussed with prospective customers. Your 'Prospects Due' list will always show the next contact that is due.
 | The contact due message will remain in this list until you 'Clear Future Contact Information'. |
Go to " Sales Prospecting Prospecting Contacts Due". Follow this article for instructions on how to use this option.
Record a Contact
- Select your contact in the list.
- Click [Prospect].
- Press <F7> to view previous contacts.
- Click [Add] to enter your comments.
- The "Contact Type" will pick up the Default Contact Type as set in the settings.
- Alter the contact type if necessary. Press <F1> or <Shift+F1> to scroll through your contact types.
- Enter your "Contact Notes" and, if necessary, amend the "Contact Date", "Type" and "Time".
Set Follow Up Details
- To add another entry into the 'Contacts Due' list, enter the relevant details in the "Follow Up" section.
- You must enter the 'Salesperson' code in the "By" field.
- Press <Esc> and [Accept].
| The new contact will be shown at the top of the list. The remaining items will be previous recorded contacts and should appear in a different colour indicating they have no follow up date on them. |
Clear Previous Task from the Contacts Due list
Items will remain as 'Contacts Due' until you remove the 'Follow Up' information.
- Move down to the task to mark as completed.
- Click [F7].
- Click [Yes] to remove the 'Future Contact' information.
Click [Close] and [Done] to return to your 'Prospects Due' list.
See also
- How do I record contacts against a prospect?
- How does prospect Contacts Due work?
- How do I find a prospect?
- How do I create a new prospect?
