Difference between revisions of "How do I record a prospect's interest in a unit?"
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== Summary == | == Summary == | ||
This article describes how to use "Vehicle Interests" in {{SP}}. | This article describes how to use "Vehicle Interests" in {{SP}}. | ||
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== More Information == | == More Information == | ||
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | 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}} | + | * If the prospect already exists, [[How do I Find a Prospect?|search]] for them and click {{Button|Edit}}, otherwise [[How do I Create a New Prospect?|create]] a new one. |
| − | * Click | + | * Click on the {{Tab|Vehicle Interests}} tab. |
| − | * In the {{DataPrompt|Model}} field enter the vehicle model the prospect is interested in | + | * In the {{DataPrompt|Model}} field, enter the vehicle model the prospect is interested in. |
| − | * In | + | **If the model does not already exist, follow [[Creating Vehicle models|this]] article to create a new one. |
| − | * Complete the rest of the information you have available | + | * In {{DataPrompt|Date of interest}}, enter today's date. |
| − | * Click | + | * Complete the rest of the information you have available. |
| + | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | * To see a list of prospects and their vehicle interests go to {{Menu|{{SP}}|Prospect Vehicle Interests}}. | + | * To see a list of prospects and their vehicle interests, go to {{Menu|{{SP}}|Prospect Vehicle Interests}}. |
== See also == | == See also == | ||
Revision as of 10:10, 28 October 2011
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], otherwise create a new one.
- Click on 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 "Date of interest", enter today's date.
- Complete the rest of the information you have available.
- Click [Done] and [Accept].
- To see a list of prospects and their vehicle interests, go to " Sales Prospecting Prospect Vehicle Interests".
See also
