Difference between revisions of "How do I record a prospect's interest in a unit?"
From Catalyst
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== More Information == | == More Information == | ||
− | + | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | |
* If the prospect already exists [[How do I Find a Prospect?|search]] for them and click {{Button|Edit}} else [[How do I Create a New Prospect?|create]] a new one. | * If the prospect already exists [[How do I Find a Prospect?|search]] for them and click {{Button|Edit}} else [[How do I Create a New Prospect?|create]] a new one. | ||
* Click onto the {{DataPrompt|Vehicle Interests}} tab. | * Click onto the {{DataPrompt|Vehicle Interests}} tab. |
Revision as of 15:10, 14 October 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article describes how to use "Vehicle Interests" in Sales Prospecting. This relies on you having the Sales Prospecting module and the Unit Sales module.
More Information
Go to " Sales Prospecting Add or Edit Prospects".
- If the prospect already exists search for them and click [Edit] else create a new one.
- Click onto the "Vehicle Interests" tab.
- In the "Model" field enter the vehicle model the prospect is interested in, if the model does not already exist follow this article to create a new one.
- In the "Date of interest" enter today's date.
- Complete the rest of the information you have available
- Click on [Done] and [Accept].
- To see a list of prospects and their vehicle interests go to " Sales Prospecting Prospect Vehicle Interests".
See also