Difference between revisions of "How do I find a prospect?"
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+ | ==Summary== | ||
+ | The following article explains how to find an existing prospect if you have the {{SP}} module. | ||
+ | |||
+ | ==More Information== | ||
+ | * Go to {{Menu|Sales Prospecting|Add or Edit Prospects}} | ||
+ | * 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'''). | ||
+ | * You will then be shown a list of customers with '''Bloggs''' in the name. | ||
+ | |||
+ | ==Searching for a Prospect from Customer Search== | ||
+ | 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. | ||
+ | |||
+ | * From the customer account field press {{KeyPress|C-F1}} to bring up the account search window. | ||
+ | * Press {{KeyPress|A-F10}} to bring up the prospect search window. | ||
+ | * In the {{DataPrompt|Search on}} field type in the prospect's name you are searching for (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs'''). | ||
+ | * From the {{DataPrompt|Search results}} list select the prospect you wish to convert to an account and 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 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== | ||
+ | *[[How do I Create a New Prospect?]] | ||
+ | *[[Getting Started - Sales Prospecting]] | ||
+ | *[[What's the difference between Search and Filter?]] | ||
+ | |||
+ | {{KB_Tags|search, find, prospect}}{{KB_SP}} |
Revision as of 10:21, 18 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 enter type in part of the name you wish to search for (e.g. '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 are on a field where you can enter a customer account you can search for an existing customer, from this customer search it is possible to search for an existing prospect and convert this into an account.
- From the customer account field 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 in the prospect's name you are searching for (e.g. 'Bloggs' for Mr Joe Bloggs).
- From the "Search results" list select the prospect you wish to convert to an account and 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
- How do I Create a New Prospect?
- Getting Started - Sales Prospecting
- What's the difference between Search and Filter?