Difference between revisions of "How do I record a prospect's interest in a unit?"
From Catalyst
m (Les Ward moved page How do I Record a Prospect's Interest in a Vehicle? to How do I record a prospect's interest in a unit?: Lower case (except for Platinum menu options)) |
(Bulk update) |
||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
This article describes how to use "Vehicle Interests" in {{SP}}. | This article describes how to use "Vehicle Interests" in {{SP}}. | ||
| − | This relies on you having the {{SP}} module and the {{VS}} module. | + | This relies on you having the {{SP}} module and the {{VS}} module. |
== More Information == | == More Information == | ||
| Line 7: | Line 7: | ||
* 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. | * 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 on the {{Tab|Vehicle Interests}} tab. | * 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. |
| − | **If the model does not already exist, follow [[Creating Vehicle models|this]] article to create a new one. | + | **If the model does not already exist, follow [[Creating Vehicle models|this]] article to create a new one. |
* In {{DataPrompt|Date of interest}}, enter today's date. | * In {{DataPrompt|Date of interest}}, enter today's date. | ||
* Complete the rest of the information you have available. | * Complete the rest of the information you have available. | ||
| Line 20: | Line 20: | ||
* [[Getting Started - Sales Prospecting]] | * [[Getting Started - Sales Prospecting]] | ||
| − | {{KB_Tags|prospecting, vehicle, interest, prospect, interests}}{{KB_SP}} | + | {{KB_Tags|prospecting, vehicle, interest, prospect, interests}} |
| + | {{KB_SP}} | ||
Revision as of 06:33, 22 December 2018
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
