Difference between revisions of "How do I copy customer details to a prospect?"
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== More Information == | == More Information == | ||
| − | Go to {{Menu|{{SP}}|Add | + | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. |
*Click {{Button|New}} to create a new prospect. | *Click {{Button|New}} to create a new prospect. | ||
| − | *Click on the {{DataPrompt|Sales Account}} | + | *Click on the {{DataPrompt|Sales Account}} tab. |
| − | *Type in the customer's account code if known, or [[How do I | + | *Type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer. |
*Press {{KeyPress|F2}} to auto fill the prospect with the sales account details. | *Press {{KeyPress|F2}} to auto fill the prospect with the sales account details. | ||
*Click back on the {{DataPrompt|Details}} tab and make any amendments you may require. | *Click back on the {{DataPrompt|Details}} tab and make any amendments you may require. | ||
*Click {{Button|Done}} followed by {{Button|Accept}} to save the prospect details. | *Click {{Button|Done}} followed by {{Button|Accept}} to save the prospect details. | ||
| − | {{Note|Once a link between prospect and sales account has been established then any changes in the sales account will be reflected on the prospect and if any changes are made to the prospect then these changes will be copied back to the sales account.}} | + | {{Note|text=Once a link between prospect and sales account has been established then any changes in the sales account will be reflected on the prospect and if any changes are made to the prospect then these changes will be copied back to the sales account.}} |
| − | == See | + | == See also == |
| − | + | * [[How does prospect Contacts Due work?]] | |
| − | + | * [[How do prospect interest categories work?]] | |
| − | * [[How does | + | * [[How do unit interests work?]] |
| − | * [[How do | ||
| − | * [[How do | ||
{{KB_Tags|prospect, account, copy}} | {{KB_Tags|prospect, account, copy}} | ||
| − | {{KB_SP}} | + | {{How}}{{Hint}}{{KB_SP}} |
Latest revision as of 05:33, 19 June 2019
Summary
The following article explains how to fill in a Prospects details from an existing Sales Account.
More Information
Go to " Sales Prospecting Add or Edit Prospects".
- Click [New] to create a new prospect.
- Click on the "Sales Account" tab.
- Type in the customer's account code if known, or search for a customer.
- Press <F2> to auto fill the prospect with the sales account details.
- Click back on the "Details" tab and make any amendments you may require.
- Click [Done] followed by [Accept] to save the prospect details.
 | Once a link between prospect and sales account has been established then any changes in the sales account will be reflected on the prospect and if any changes are made to the prospect then these changes will be copied back to the sales account. |
See also
- How does prospect Contacts Due work?
- How do prospect interest categories work?
- How do unit interests work?
