Category:Sales Prospecting
From Catalyst
Module
The Sales Prospecting keeps track of all your Sales Prospecting activities.
Report Generator
Document Configuration
Subcategories
This category has only the following subcategory.
Pages in category "Sales Prospecting"
The following 32 pages are in this category, out of 32 total.
H
- How do I add finance details to a prospect quotation?
- How do I add prospect contacts using Platinum Online?
- How do I choose how to contact a customer through the Retention Centre?
- How do I configure the Retention Centre?
- How do I convert a prospect into a customer?
- How do I copy customer details to a prospect?
- How do I create a new prospect?
- How do I create a prospect using Platinum Online?
- How do I create a quotation for a prospect?
- How do I create a unit quotation from a prospect?
- How do I create prospect interest categories?
- How do I create prospect interests?
- How do I edit prospects using Platinum Online?
- How do I edit Sales Prospecting mailshot letters?
- How do I find a prospect?
- How do I make prospect interests mandatory?
- How do I opt prospects into direct marketing?
- How do I prevent sales people from seeing each others prospects?
- How do I produce mailshot letters in Sales Prospecting?
- How do I record a prospect's interest in a unit?
- How do I record contacts against a prospect?
- How do I record contacts from Prospects Due?
- How do I set up prospect finance details?
- How do I transfer prospects between sales people?
- How do prospect interest categories work?
- How do unit interests work?
- How does prospect Contacts Due work?
- How does prospect merging work?
