Difference between revisions of "How do I find a prospect?"

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{{Review}}
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== Summary ==
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==Summary==
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The following article explains how to find an existing prospect if you have the {{SP}} module.
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The following article explains how to find an existing prospect if you have the {{SP}} module.  
 
  
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==More Information==
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== More Information ==
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* Go to {{Menu|Sales Prospecting|Add or Edit Prospects}}
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* Go to {{Menu|{{SP}}|Add or Edit Prospects}}.
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* In the {{DataPrompt|Search on}} field enter type in part of the name you wish to search for (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''').
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* In the {{DataPrompt|Search on}} field, type part of the name for which you wish to search
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* You will then be shown a list of customers with '''Bloggs''' in the name.
 
  
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==Searching for a Prospect from Customer Search==
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{{Example|text={{DataValue|Bloggs}} for Mr Joe '''Bloggs''').}}
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When you are on a field where you can enter a customer account you can [[How do I Find a Customer?|search]] for an existing customer, from this customer search it is possible to search for an existing prospect and convert this into an account.  
 
  
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* From the customer account field press {{KeyPress|C-F1}} to bring up the account search window.  
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* You will then be shown a list of customers with '''Bloggs''' in the name.
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* Press {{KeyPress|A-F10}} to bring up the prospect search window.
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* In the {{DataPrompt|Search on}} field type in the prospect's name you are searching for (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''').
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=== Searching for a Prospect from Customer Search ===
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* From the {{DataPrompt|Search results}} list select the prospect you wish to convert to an account and click {{Button|Choose}} or press {{KeyPress|F2}}.
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When you [[How do I find a customer?|search]] for an existing customer, you can search for a prospect and convert this prospect into an account.
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* Press {{KeyPress|C-F1}} to bring up the Account Search window.
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* Press {{KeyPress|A-F10}} to bring up the Prospect Search window.
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* In the {{DataPrompt|Search on}} field, type part of the name of the prospect for whom you are searching
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{{Example|text={{DataValue|Bloggs}} for Mr Joe '''Bloggs''').}}
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* From the {{DataValue|Search results}} list, select the prospect you wish to convert to an account, then click {{Button|Choose}} or press {{KeyPress|F2}}.
 
** If the prospect does not already have an account assigned you will be prompted with {{DataPrompt|Confirm create customer from prospect?}}, click {{Button|Yes}}.
 
** If the prospect does not already have an account assigned you will be prompted with {{DataPrompt|Confirm create customer from prospect?}}, click {{Button|Yes}}.
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** If the prospect already has an account assigned the prospect's customer account will be selected.  
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** If the prospect already has an account assigned the prospect's customer account will be selected.
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* You will then be returned to the account field where you first started your search.  
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* You will then be returned to the account field where you first started your search.
  
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==See also==
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== See also ==
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*[[How do I Create a New Prospect?]]
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* [[How do I create a new prospect?]]
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*[[Getting Started - Sales Prospecting]]
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* [[What's the difference between search and filter?]]
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*[[What's the difference between Search and Filter?]]
 
  
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{{KB_Tags|search, find, prospect}}{{KB_SP}}
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{{KB_Tags|search, find, prospect}}
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{{How}}{{KB_SP}}

Latest revision as of 05:34, 19 June 2019

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


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Keywords AND Misspellings
search, find, prospect
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