Getting started - Sales Prospecting

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Summary

The following article explains how to get started in Sales Prospecting.

More Information

Creating a Prospect

The first thing you need to do is to create a prospect.

Adding a Contact

Whenever you communicate with a prospect, either by email, telephone, in person or by any other method, this should be logged as a "Contact".

Unit Interests

If a prospect has a particular interest in a unit, you can record this against them.

How do I view any Contacts Due?

See also


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