Difference between revisions of "How do I record a prospect's interest in a unit?"
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* 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 | + | **If the model does not already exist, follow [[Creating unit 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. | ||
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== See also == | == See also == | ||
| − | * [[How do | + | * [[How do unit interests work?]] |
* [[How do I Create a New Prospect?]] | * [[How do I Create a New Prospect?]] | ||
| − | * [[Getting | + | * [[Getting started - Sales Prospecting]] |
{{KB_Tags|prospecting, vehicle, interest, prospect, interests}} | {{KB_Tags|prospecting, vehicle, interest, prospect, interests}} | ||
{{KB_SP}} | {{KB_SP}} | ||
Revision as of 10:06, 4 January 2019
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
