Getting started - Sales Prospecting
From Catalyst Knowledge Base
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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.
- See How do I create a new prospect? to show you how to do this.
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".
- See How do I record contacts against a prospect? to show you how to do this.
Unit Interests
If a prospect has a particular interest in a unit, you can record this against them.
- See How do unit interests work? to show you how to do this.
How do I view any Contacts Due?
- See How does prospect Contacts Due work? to view your prospecting diary.
See also
- How do I create a new prospect?
- How do I record contacts against a prospect?
- How do unit interests work?
- How does prospect Contacts Due work?
