How do I find a prospect?
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Revision as of 10:21, 18 August 2011 by Chris Morrison (talk | contribs)
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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?
