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 " | + | This article describes how to use "Unit 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 == | ||
| + | {{Units}} | ||
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | ||
| − | * If the prospect already exists, [[How do I | + | * 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| | + | * Click on the {{Tab|Unit Interests}} tab. |
| − | * In the {{DataPrompt|Model}} field, enter the | + | * In the {{DataPrompt|Model}} field, enter the unit 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. | ||
| + | ** To add an {{DataPrompt|Interest level}}, {{DataPrompt|Campaign}} or {{DataPrompt|Outcome}} click the drop down and select from the list. | ||
| + | ** You may add a new items by clicking {{Button|Add}} and entering a suitable 3 character code and a description e.g. {{DataValue|HIG - High}} for an interest level or {{DataValue|001 - Expo 2021}} for a Campaign. | ||
| + | |||
| + | {{Tip|text=You must enter at least one other piece of information to save the record e.g. {{DataPrompt|Upper budget}} or {{DataPrompt|Interest level}}.}} | ||
| + | |||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | * To see a list of prospects and their | + | * To see a list of prospects and their unit interests, go to {{Menu|{{SP}}|Prospect Unit Interests}}. |
== See also == | == See also == | ||
| − | * [[How do | + | * [[How do unit interests work?]] |
| − | * [[How do I | + | * [[How do I create a new prospect?]] |
| − | * [[Getting | + | * [[Getting started - Sales Prospecting]] |
| − | {{KB_Tags| | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, prospecting, interest, prospect, interests}} |
| − | {{KB_SP}} | + | {{How}}{{KB_SP}} |
Latest revision as of 06:30, 26 February 2021
Summary
This article describes how to use "Unit Interests" in Sales Prospecting. This relies on you having the Sales Prospecting module and the Unit Sales module.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
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 [Unit Interests] tab.
- In the "Model" field, enter the unit 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.
- To add an "Interest level", "Campaign" or "Outcome" click the drop down and select from the list.
- You may add a new items by clicking [Add] and entering a suitable 3 character code and a description e.g. 'HIG - High' for an interest level or '001 - Expo 2021' for a Campaign.
 | You must enter at least one other piece of information to save the record e.g. "Upper budget" or "Interest level". |
- Click [Done] and [Accept].
- To see a list of prospects and their unit interests, go to " Sales Prospecting Prospect Unit Interests".
See also
