How do I find a prospect?
From Catalyst
Summary
The following article explains how to find an existing prospect if you have the Sales Prospecting module.
More Information
- Go to " Sales Prospecting Add or Edit Prospects".
- In the "Search on" field, type part of the name for which you wish to search
 | 'Bloggs' for Mr Joe Bloggs). |
- You will then be shown a list of customers with Bloggs in the name.
Searching for a Prospect from Customer Search
When you search for an existing customer, you can search for a prospect and convert this prospect into an account.
- Press <Ctrl+F1> to bring up the Account Search window.
- Press <Alt+F10> to bring up the Prospect Search window.
- In the "Search on" field, type part of the name of the prospect for whom you are searching
| 'Bloggs' for Mr Joe Bloggs). |
- From the 'Search results' list, select the prospect you wish to convert to an account, then click [Choose] or press <F2>.
- If the prospect does not already have an account assigned you will be prompted with "Confirm create customer from prospect?", click [Yes].
- If the prospect already has an account assigned the prospect's customer account will be selected.
- You will then be returned to the account field where you first started your search.
See also
