Difference between revisions of "How do I find a prospect?"
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m (Les Ward moved page How do I Find a Prospect? to How do I find a prospect?: Lower case (except for Platinum menu options)) |
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=== Searching for a Prospect from Customer Search === | === Searching for a Prospect from Customer Search === | ||
− | When you [[How do I | + | 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. |
* Press {{KeyPress|C-F1}} to bring up the Account Search window. | * Press {{KeyPress|C-F1}} to bring up the Account Search window. | ||
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== See also == | == See also == | ||
− | * [[How do I | + | * [[How do I create a new prospect?]] |
− | * [[What's the difference between | + | * [[What's the difference between search and filter?]] |
{{KB_Tags|search, find, prospect}} | {{KB_Tags|search, find, prospect}} | ||
− | {{KB_SP}} | + | {{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